Off Piste Wealth | Financial Planning London
8 Saint James's Square, London SW1Y 4JU
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
Reviews
"David is knowledgeable, transparent, and very responsive. He provided excellent support on a recent investment project which we have hugely benefitted from. I look forward to working with David again in the future."
"I have been working recently with David to understand options around investing my money for the future. He has been exceptionally helpful and made the whole process easy from the start, providing invaluable advice on how best to invest and supported me through the process. I would highly recommend!"
"I have know David for years and he helped me out with questions about my pension even when I was not his client. He also helped me to understand Pensions in plain English as I really do struggle to understand it all. Because of this both myself and my partner have moved our existing pensions to Off Piste and another bonus is our money is making much higher returns. The process was was made very simple and David made sure he understood both our levels of risk so our funds are now invested in the right place. Highly recommended"
"David really helped with my finances regarding business. After a few years in self-employment, I needed help setting up a pension and felt supported through the whole process and feel confident knowing it’s the right option for me and how it all works. I now have a plan to secure my financial future moving forward and that security gives me freedom and clarity in my business to pursue growth at every opportunity. Would highly recommend David!"
"David was brilliant from start to finish. He was able to talk to me in a way that made it very simple to understand. I have seen a lot of growth this year already and look forward to working with him in years to come. I had the specific issue of wanting to invest inheritance for income and I was able to do some in a way that enabled me to start my own business which has always been a dream for me! I couldn’t recommend him enough!!!!"
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