DGM Financial Planning Ltd
Associate Partner Practice of St. James's Place Wealth Management
“I have known David for several years after he was recommended to me by a friend. I always find him to be both professional & friendly, he explains complex information both simply and clearly. I would recommend him without reservation both to family and friends.”
Anonymous, Retired, Southport
“David Makin gives exemplary customer service. All requests are dealt with immediately and he explains in simple, easy to understand terms the nature of potential and current investments. His broad and detailed knowledge of the subject inspire confidence and assurance that all options are being considered before any final decision is made. David is unfailingly helpful and courteous and I have recommended him without reservation to others.”
Ann Turner, Retired Assistant Head Teacher, Blackpool
“We have known David Makin for over four years. He has provided advice to both me and my wife on a variety of financial matters including savings, investments and annuities. His advice has always been geared to our personal situation. I have always found his advice, service and support to have been given in a very friendly and professional manner. I have no hesitation in recommending David Makin to anyone.”
“David has been my adviser for many years now and I have always found him friendly and professional. He listens and then tailors his advice to my personal cicumstances. I have no hesitation recommending David to my family and friends.”
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.
DGM Financial Planning Ltd is registered in England and Wales, Number 09774489. Registered Office: 15 Broadacre View, Caton, Lancaster, LA2 9NN.