DAVID WOLLACOTT DipPFS

Dave has over 30 years of experience in Financial Services and over the years has built successful relationships with his clients from personal recommendations. 

He started his career originally working for a large Insurance company back in early 1988 and still remembers when he first started, his old Manager saying that "to be successful in any business you should always try to treat your clients in the same way that you would like to be treated yourself". Dave has always remembered this and wherever possible has adopted this principle into all of his business dealings and relationships.

Dave is qualified to give advice in all areas of Financial Services having passed the various exams that have been required over the years.  Even though Dave lives in Stourbridge, his clients are literally all over the country and he offers personal appointments either in his client's own home or their place of work.  

Away from work Dave is a keen cyclist, skier and enjoys nothing more than watching his son Ryan playing football for Aberystwyth in the Welsh Premier League however he wishes he would sign for Aston Villa to cut down on the travelling.

Dave can be contacted at;

72 Belfry Drive

Wollaston

Stourbridge

West Midlands 

DY8 3SE

 

Landline  01384 440147

Mobile     07974 296306

david@jemfinancial.co.uk

David can be found on the FCA Register here;

David Wollacott Statement of Professional Standing

JEM Financial Planning is a trading style of Jonathan Edward Magee and is authorised and regulated by the

Financial Conduct Authority.  Our FCA register number is 504247

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