David Moteane
APFS
David has over 25 years’ experience in financial services and has built a reputation of putting clients at the centre of everything he does. As a chartered financial planner David is committed to the highest professional standards.
Away from the business David enjoys spending time with his family reading eating out and is a keen golfer and runner he is also a professional supporter of grassroots football and his local charities
About
With more than 25 years' experience in financial services, including senior roles within large corporate organisations, we've combined technical expertise with a highly personal approach to financial planning.
We understand that every financial decision is linked to a life event, a personal ambition or a family goal. That's why our conversations focus on understanding what matters most to you, rather than simply recommending financial products. Our clients often tell us that working with Creative Lifestyle Planning feels more like partnering with a trusted adviser than completing a financial transaction.
From first-time buyers and growing families to business owners and those approaching retirement, we create bespoke lifestyle financial plans that evolve alongside you. As life changes, your financial plan changes too giving you the confidence to make informed decisions at every stage of your journey.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
