David Irving

DipPFS Financial Planning Consultant
King's Lynn Norfolk

David is a Pension Transfer Specialist with a high degree of technical knowledge, particularly in the field of pensions. He has been in the Financial Services industry for nearly 30 years, both as an administrator and as an adviser. He specialises in complex pension cases and prides himself on being able to design the right solution for the client quickly and efficiently.

Although pensions is his speciality, he is well qualified in all areas of financial services and is working to become a Chartered Financial Planner shortly.

Away from work, he enjoys scuba diving and most water sports

 

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection
Fields marked with * are required
Captcha Image
Reload image challenge