David Pert

Watford, United Kingdom, HERTS United Kingdom

Owner

Finance / Banking / Insurance

I have been in this business for 30 years the past 17 years at St James’s Place. I have now created my LinknedIn page so I can keep you up to date with what we do at St James Place and with my part in it. My clients come to me because they are struggling to understand their current financial situation and how they will maintain their lifestyle not just now, but in the future. They want to know more about the implications and benefits of ‘money matters’ and how the financial products out there can be tailored to their own personal situations. I offer a holistic view on all “ money matters” I look to see where we can offer the best way of meeting goals and giving people the l...