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Our Wealth Planners

David Beamish

Senior Wealth Planner


DipPFS, Certs CII (MP & ER)


I began my career in financial services in 1992, joining Countrywide Assurance as a Financial Adviser and from there moved to Sanlam in 2000. In a former life prior to entering the world of finance I tried my hand in numerous other jobs from deck hand to beanbag stuffer!

Living in Cornwall with my family, I make the most of my surroundings by spending my time outside of work surfing and sailing.




David Beamish

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.