David Dunlop
MA (Hons) FPFS
David founded Pathway Wealth Management in March 2019 and has grown the business to become one of St. James's Place Senior Partner Practices and one of Northern Ireland’s leading Wealth Management companies.
David has a degree in Economics and has been awarded Chartered Financial Planner status.
With over 22 years’ experience in Financial Services, David provides financial advice on all areas of financial planning, including investment, retirement and inheritance tax planning.
David is passionate about providing solutions to support individuals & businesses at all stages of life’s journey. He prides himself on building strong, long-lasting, trusted relationships with clients through exceptional customer service and effective communication.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
