David Bilantz
DipPFS, BSc(Hons)
Having qualified as a Financial Adviser in 2001 and running my own advisory Practice of SJP since 2006, it has steadily grown into what it is today as David Bilantz Wealth Management. During this time I have gained a wealth of experience advising a broad range of clients with their individual needs though different life stages and market conditions to help them achieve their financial goals.
About
Outside of work I keep busy with my wife and two children, and in my spare time I like to keep fit and enjoy the outdoors with our golden Labrador.
I care deeply about helping my clients plan for their financial future, so that they can achieve what is important to them and their family. I operate my business through my values of trust and integrity, which together with my expertise has enabled me to build long term client relationships.
I feel privileged to work intergenerationally, and enjoy seeing children transition into their careers and establish themselves, through to parents and individuals reaching retirement and grandparents passing on wealth to their family or paying for care.
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.
