Dave Tomlinson

Based in Locks Heath and working across the South coast, I provide a wide range of financial planning services. I am passionate about supporting everyone at all stages of their life. Helping individuals set up investments, consolidate their pensions, inheritance tax planning, and putting in place financial protection. I work with clients to provide advice on their personal finances, and business owners wishing to be tax efficient. Utilising the skills and experience I obtained through a decade-long career in policing, I continue to help others by providing clients with a source of trusted financial advice. I am a responsible and knowledgeable adviser, ready to help you and your loved ones on your financial journey ensuring you meet your financial goals. 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. 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 xx/xx/xxxx