David Bean

Established in 2011, Municipal Financial Planning, led by Principal David Bean, transitioned to St. James's Place Wealth Management following an invitation. Before this shift, the practice operated as an Independent Financial Advisor (IFA). Municipal Financial Planning covers the City of London and the Essex areas. Our focus is on addressing both simple and intricate financial planning issues, streamlining the understanding and management of your wealth. Unlike one-size-fits-all solutions, we acknowledge that each client has unique concerns, requirements, and ambitions. This recognition forms the foundation of our approach, fostering strong, enduring, and practical relationships with our clients. Before entering the financial services industry, I gained valuable experience as a trader in the city. This background has allowed me to establish numerous working relationships within the sector, leveraging insights and understanding to address the specific financial requirements, whether personal or corporate, of individuals in this field. Municipal Financial Planning is a trading name of David Bean Wealth Management Ltd Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. 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 11/06/2024