David Gee DipPFS

Principal of Orchard Financial Associates LLP at St. James's Place Wealth Management Group
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English -

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5.0

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Scott Millar

David is an energetic and dedicated professional who has his clients best interests at heart at all times. A hard working adviser who I would happily recommend to both friends and family which is a real testament to his work ethic and beliefs.

Bryan Nixon

My first experience with a professional financial advisor was with David Gee. I have known him only a couple of short months but I am confident to recommend him to anyone who is looking for wealth management or financial retirement solutions. David knows his job very well and will always point a potential client in the right direction. He is personable and professional. After I recommended David to a co-worker; and seen what he has to offer, he is also now a client of David's.

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Credentials

  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Nov, 2015
    - Nov, 2024
  • CISI 1 & 2 International Financial Planning Qualification
    Chartered Institute for Securities & Investment (CISI)
    Feb, 2013
    - Nov, 2024
  • CF1, CF2, CF3, CF6, RO1, RO2, RO3, RO4, RO5 RO6 & AF5 (Financial Planning, Personal Taxation, Retirement Planning and Protection Planning)
    Chartered Insurance Institute
    Apr, 2001
    - Nov, 2024
  • CeMap 1, 2 & 3 Mortgage Qualifications
    Institute of Financial Services
    Apr, 2001
    - Nov, 2024

Experience

  • St. James's Place – Asia & Middle East
    • Singapore
    • Financial Services
    • 300 - 400 Employee
    • Principal of Orchard Financial Associates LLP
      • Jan 2017 - Present

      St. James's Place Wealth Management is a FTSE 100 company, it was recently awarded Wealth Management Company of the Year - City of London Wealth Management Awards 2022, amongst many others. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. Skills & Expertise: • Wealth Management • Wealth Protection • Financial Life Planning • Retirement Planning • Investment Planning • Business Investment Planning and Protection I build my business through strong referral and client service, why not call and make your financial future count. Through the highest levels of client service I take pleasure in guiding and assisting my clients to secure their financial goals enabling them to have the "Life Choices" they would like.

  • First Complete Limited
    • Ickenham, Henley & South West
    • Financial Advisor
      • Jan 2016 - Jan 2017

      I offered clients simple everyday solutions surrounding their; -Mortgages -Protection (Life Insurance, Critical Illness, Family Income Benefit, Income Protection) -Private Healthcare (Group and Individual) I offered clients simple everyday solutions surrounding their; -Mortgages -Protection (Life Insurance, Critical Illness, Family Income Benefit, Income Protection) -Private Healthcare (Group and Individual)

  • deVere Group
    • United Arab Emirates
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2015 - Dec 2015

      Through integrity, energy and excellence the deVere Group has become the largest independent financial advisory group in the world, managing $10 billion of funds for more than 80,000 international investors and expatriates in over 100 countries.

    • Wealth Manager
      • Dec 2013 - Jun 2015

      I provide independent and unbiased financial advice for Expatriates through P.I.C Middle East part of the deVere Group the largest independent financial consultancy in the world. I am based in Dubai one of the fastest moving cities in the world.I understand that each client has differing needs here in Dubai and I ensure I only recommend products and services that are perfect for my clients needs and requirements.It's my job to ensure my client have the best chance of achieving their long term financial security even if they stay here in Dubai or move back to their home country.I understand that professional people value their time. That's why I do all the hard work to deliver my clients the best levels of service where ever they end up in the world. Most of my clients here in Dubai fall into one of three categories which I can help them with, there too busy, they don't understand fully the benefits of a solid financial portfolio or they have never been in a position to do anything financially until they get to Dubai.Established in 2002 by CEO Nigel Green, the deVere Group is indeed a success story with over $9 billion of funds under management or administration. The deVere Group have over 70,000 clients and we did business in 109 countries last year alone.

  • Usay Compare
    • United Kingdom
    • Insurance
    • 100 - 200 Employee
    • Manager
      • Apr 2010 - Dec 2013

      I joined Usay Compare with the remit of driving the business to its next level. Through consistency and high standards we moved from a family business to an organisation that was ready to float, developing new processes and strategies. During my time as the manager, Usay has increased its annual turnover from £3 million to £17 million per year, making it the largest healthcare intermediary in the UK. I reported to the Directors. I joined Usay Compare with the remit of driving the business to its next level. Through consistency and high standards we moved from a family business to an organisation that was ready to float, developing new processes and strategies. During my time as the manager, Usay has increased its annual turnover from £3 million to £17 million per year, making it the largest healthcare intermediary in the UK. I reported to the Directors.

  • Potential
    • Bristol, United Kingdom
    • Asset Management Director
      • Sep 2007 - Apr 2010

      Responsible for all areas of procurement, the supply chain and analysis of the value chain for a small arm of a larger plc. My role was fostering relationships with major manufacturers and dealer groups to achieve the best and most competitive terms of business and therefore to maximise profit. I formulated an effective team enabling us to take the business to the market place. I developed the disposal website and valued the fleet on an on-going basis reporting to the board. Responsible for all areas of procurement, the supply chain and analysis of the value chain for a small arm of a larger plc. My role was fostering relationships with major manufacturers and dealer groups to achieve the best and most competitive terms of business and therefore to maximise profit. I formulated an effective team enabling us to take the business to the market place. I developed the disposal website and valued the fleet on an on-going basis reporting to the board.

  • TDG
    • South West of England
    • Wealth Manager
      • Aug 2004 - Sep 2007

      Running a successful business in the Financial Services Sector, as a qualified Independent Financial Adviser working on a self-employed basis, I provided lifestyle solutions and investment and retirement advice within the UK sector. Running a successful business in the Financial Services Sector, as a qualified Independent Financial Adviser working on a self-employed basis, I provided lifestyle solutions and investment and retirement advice within the UK sector.

  • Arriva PLC (FMC)
    • Commercial Manager
      • Apr 2001 - Apr 2004

      Rebuild a failing Commercial dealership both Sales and Aftersales from selling 150 vans per annum to over 2500 vans in the final year enabling Arriva to sell the motor division now the dealership was back in profit. I was responsible for;• The strategic direction of the departments.• Managing all aspects of the operational activity of the department.• Responsible for building a commercial database and business awareness in the Swindon and South West CMA, delivering the highest levels of client satisfaction and rebuilding the corporate social responsibility of the dealership.• Budgetary planning and control and providing financial reports.• Staff recruitment, training, motivation and coaching.• Stock control and vehicle ordering• Financial reporting.• Responsible for Sales Activity and Prospecting Targets throughout the dealership.• Manufacturer liaison and Arriva brand awareness along with advertising and marketing.

    • Manager
      • Jan 1996 - Apr 2001

      Responsible for the regeneration of the Ford brand after the Iveco Franchise was given up by Arriva. Restructure of a new showroom. I was also responsible for;• Managing and developing a successful sales team on a daily basis.• Responsible for the strategic direction of the departments.• Managing all aspects of the operational activity of the department.• Budgetary planning and control and providing financial reports.• Staff recruitment, training, motivation and coaching.• Stock control and vehicle ordering (up to 1000 vehicles at any time)• Responsible for Sales Activity and Prospecting Targets.• Manufacturer liaison and Arriva brand awareness along with advertising and marketing.

Education

  • The Chartered Institute of Securities and Investments
    Finance and Financial Management Services, Distinction
    2007 - 2009
  • Whickham School
    HND and GCSE qulaifications, Accounting and Business/Management
    1985 - 1989

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