As a full Member of the Society of Later Life Advisers (SOLLA) David is a care fees specialist dealing with older people’s financial matters, following a strict code of conduct. As well as being fully SOLLA accredited he is a Chartered Financial Planner and Fellow of the Personal Finance Society.
Based in Bedford, David is the Director of David Hill Wealth Management, a Partner Practice of St. James’s Place Wealth Management, which means that not only do you receive local, friendly, experienced and very qualified advice from David Hill Wealth Management, but you also benefit from the support of a FTSE-100 company.
A bit about David
Although he specialises in Later Life advice, David is also fully qualified to offer investment, pension and inheritance tax planning advice. With over 30 years’ experience, his aim is to help you make the right choices so that you can have financial certainty and peace of mind.
Outside of work David is involved with some fantastic charities through his membership of the Rotary Club of Bedford. He serves on the Endowment Committee of The Harpur Trust and is also a Vice-Patron of Beds Garden Carers. David lives in Elstow with his wife and their two boys.
What David’s clients say about him
“David was there for us when we needed advice and support at a difficult time. He was sensitive and understanding throughout the advice process and thanks to his expertise and tenacity we were eventually able to secure the equity release*. We would not hesitate to recommend him to anyone.”
Thelma Webb, Company Director (Retired), Bedford
“I have known David for over 15 years and he has been responsible for a charity reserve fund for which I was a trustee. More recently he has managed our family funds. I have been very pleased with David’s professional investment skills and his intelligent advice and support. I have the greatest respect for him and would not hesitate in recommending him to anyone.”
John Day, Retired Chartered Engineer, President of the MG Car Club, Bedford
“David has always provided excellent advice in a straightforward and understanding way which proves invaluable in guiding our mutual clients through the investment minefield.”
Christine Myers, Probate Manager, Bedford
Telephone – 01234 480540 or 07779 788576
Website – www.planningforcarefees.com
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
* This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
The Partner 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 www.sjp.co.uk/products. The St. James’s Place Partnership and the title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.
16 St. Cuthberts Street