As an Associate Partner Practice of St. James’s Place, Dave provides an exceptional and personalised approach to holistic wealth management. They are building lasting connections, helping people achieve their dreams of financial stability, whatever stage in their life.
At Burns Wealth Planning, you will find someone committed to making a difference and educating clients on their personalised financial planning journey.
With a young family himself, Dave is passionate about helping others grow and preserve assets for their children/grandchildren creating intergenerational wealth, as well as guiding like-minded people and businesses to financial freedom. Whether through tax-efficient investment planning, protecting individuals or assets, estate planning, or retirement planning, Dave provides bespoke advice which helps successfully guide our clients to financial stability.
At Burns Wealth Planning, we want to create an in-depth and detailed understanding of our client’s aims, goals and aspirations. This enables us to tailor a bespoke plan to suit their specific needs. This goals-based planning approach is vital to the process and forms the foundation for strong financial goals.
Helping clients make knowledge-led decisions by educating them and using jargon-free language throughout the journey – is a key pillar of our business model.
Being a partner for life, not just wealth, is at the heart of the business, underpinned by establishing long and lasting connections. As an individual, I remain committed to my core values of honesty, trust, and integrity, which is what my client relationships are built upon.
With extensive skills, knowledge, and experience, I am confident in supporting all financial matters, specifically helping people save to fulfil their long-term ambitions and appropriately protect themselves and their loved ones.