Westminster Wealth Management
David H. is a seasoned financial professional with extensive experience in financial planning and wealth management. Currently serving as a Financial Planner (FPFS) at Westminster Wealth Management since July 2016, David specializes in helping professional clients identify and achieve their financial aspirations through tailored strategies that emphasize tax efficiency and cash-flow modeling. Prior roles include Private Client Adviser at The Cameron James Partnership LLP, where David provided holistic financial planning, and Financial Adviser at Blueprint Distribution Ltd, focusing on mortgages, protection, and investment strategies. David's early career began at Lloyds TSB, where foundational skills in underwriting and advising were developed.
Westminster Wealth Management
Westminster Wealth Management LLP is a chartered, independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee £1.5 billion of assets. Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth Management’s expertise. © 2021 Westminster Wealth Management LLP Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519). The information contained in this Linkedin Company Page is subject to UK financial regulation and as such is meant for consumers in the UK.