David Grigg
Dave brings both passion and a refreshing client focused approach to financial planning.
Dave aims to be a trusted adviser for his clients, to create clear tailored financial solutions.
About
Dave firmly believes that financial planning is a people business, and is committed to providing high level customer service and a bespoke customer experience to ensure clients' financial plans are thoroughly supportive of their personal goals, aspirations, and life plans.
At the heart of the client experience is a long term, face to face, high trust relationship coupled with the provision of expert advice and high quality service, delivered through regular financial reviews.
Dave is married to Joanna, has three children and is a keen sportsman.
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.
