David Ballantine
David joined Ballantine Wealth Management in November 2020 following a 14-year career in a high street bank, where he supported both personal and business clients. This experience gave him a strong understanding of a wide range of financial needs and the ability to deliver advice tailored to each client’s circumstances.
In 2024, David became a Director of the business, reflecting his commitment to leadership and delivering long-term value to clients. He specialises in helping business owners secure their financial futures through early planning, regular reviews, and a flexible approach that adapts as their goals evolve.
David lives in Bridgwater with his wife, Sarah, and their two children. He is an active member of the local business community, regularly attending Bridgwater Chamber of Commerce events, and enjoys spending his free time on the course as a member of Enmore Golf Club.
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.
