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David Cox
Financial Advisor at Wealth And Finance Matters
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Work Experience
Financial Advisor
Aug 2020 - Present · 4 years and 4 months
Steve Baker Wealth Management LTD
Financial Adviser
Jan 2019 - Aug 2020 · 1 years and 7 months
Dedicated Property Care
Managing Director
Apr 2014 - Jan 2019 · 4 years and 9 months
Company Details
We can help you with everything, from reviewing your protection plans and savings goals to planning for your retirement and beyond. We want to be there for you every step of the way on your financial journey – no matter how big or small, we pride ourselves on making the whole process of financial planning simple, easy to understand and worry free. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up. You could get back less than you invested. Wealth & Finance Matters Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved – 06/11/2023
Year Founded
2012
Social Media
Linkedin
Industry
Financial Services
HQ Location
Ground Floor, 3 Thamesfield House, Boundary Way Hemel Hempstead, Hertfordshire HP2 7SJ, GB
Keywords
Financial servicesFund managementProtection plansSavingsInvestmentPensionsRetirement planningCorporate servicesMortgagesWealth management
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