David Cole

I joined The J. Rothschild Partnership, now St. James's Place, in 1998 before establishing Burfields House Wealth Management Ltd in 2002. I have been a Principal Partner with the St. James's Place Partnership since 2006; one of only a small number of Principal Partners within the organisation. I deliver advice tailored to each client’s personal circumstances and needs, to provide clear and easy-to-understand investment strategies. I firmly believe that continuity of advice is key to my clients’ long-term financial security. I am the third generation of my family to have entered the financial services sector; starting as far back as 1921 with my grandfather, followed by my mother. I am very proud to share the same family philosophy of handing financial success on to the next generation and firmly believe that prudent financial planning should cater to the needs of all the family, from the oldest down to the youngest. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 15/11/2024