Planning for the financial future you want.
Why we may be right for you?
Our core values.
the values that guide us day to day
Client centric approach.
You are at the heart of all decisions, and we put you first, everytime.
Above & Beyond.
We pursue the highest standards of quality in all aspects of business.
Reliability.
You are at the heart of all decisions, and we put you first, everytime.
Keeping it simple.
We take a clear and concise approach, keeping things simple to understand.
Our commitment is focused on building and maintaining long-term relationships with our clients.
Meet our team.
Founders of Discover Financial
OUR TEAM
Meet David and Nick, Directors and Financial Advisers at Discover Financial.
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After working with St. James's Place Wealth Management, we decided to form Discover Financial in 2023, backed by the unique and comprehensive proposition of Quilter Financial Planning to provide our clients with the most suitable outcomes.
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