Profile

Contact Details


Member: David Bean
Company: David Bean Wealth Management
Phone: 01708 208 885
Mobile: 07584 551 659
Email: david.bean@sjpp.co.uk
Website: www.davidbeanwealth.co.uk
Nexus Role: Member
Category: Financial Advisor

Services

  •  Tax Year End
  • Investment Planning
  • Retirement Planning
  • Protection Planning
  • Corporate Services
  • Banking
  • Mortgages
  • Intergenerational Planning
  • Wealth Management
  • Inheritance Planning
  • Corporate Pensions
  • Trustee Services
  • Estate Administration
  • Junior ISAs
  • ISAs
  • Unit Trusts
  • Growth Portfolios
  • Income Portfolios
  • Offshore Investments
  • Investment Bonds
  • Retirement Planning
  • Nearing Retirement
  • Trustees
  • Later Life Planning
  • Long Term Care
  • Tax Mitigation
  • Exit Strategy 
  • Cash Management
  • Will Writing
  • Other Lending

Business Profile

David Bean Wealth Management was established in 2011. Its Principal David Bean accepted an invitation to join St. James’s Place Wealth Management. Prior to this, the Practice was operating as an IFA.

David Bean Wealth Management covers the City of London and the Essex areas.

Addressing your straightforward financial planning issues and resolving your complex ones is exactly what we do, making it easier for you to understand and manage your wealth.

Off-the-shelf solutions don’t work and experience shows every single client has uniquely personal concerns, requirements and ambitions.

Recognising this in all our dealings with you helps to build strong, long-lasting and practical relationships.

We have access to exceptional expertise through the resources of St. James’s Place Wealth Management meaning you can benefit from a diverse skill and knowledge base.

All these resources can be put to use to help your planning be as effective as possible, providing you with a clear picture of progress towards your financial goals while targeting actions to address your particular concerns.

Planning Your Retirement

Retirement is simply about accumulating sufficient assets. Whether you decide to ease your way into it or stop working altogether, the key is to do so in ways that fit with your plans. We’ll design strategies to maximise your opportunities.

Generation to Generation

Use of mainstream planning to help your personal or family wealth pass efficiently from generation to generation delivers peace of mind. Our experience, sensitivity and understanding of the options in this complex area means we can work with all parties to formulate solutions that work for you.

Tax Planning

It is absolutely vital that effective tax planning forms part of your wealth management strategy, yet it is surprising how often it is omitted.

We will incorporate tax planning in your solutions, helping you keep more of the money you make.

Contingencies

Cash reserves, later-life funding and family security are often poorly planned or even disregarded. Our holistic approach ensures simple and practical solutions show you how to combat the risk of unforeseen factors thwarting your planning.