David Gallagher
DipPFS, CeMAP
David works closely with clients, creating engaging financial plans aligned with their goals. With over 25 years of finance expertise, he has cultivated strong client relationships, earning recognition as one of the UK’s Top Rated Advisers on VouchedFor. Formerly with Natwest and HSBC, David joined St. James's Place in 2016 and, in 2024, became part of Capital Planning Partners, a Senior Partner Practice of St. James's Place.
"This partnership enhances our capabilities, ensuring we maintain the high service standards our clients expect."
In addition to serving clients, David mentors the next generation of Advisers at Capital Planning Partners, providing crucial support at the outset of their careers for optimal client outcomes.
Away from finance, he dedicates time to half-marathon training, family, and gardening.
Testimonials
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.
