DipPFS,Cert CII (MP), BA (Hon’s)Financial Planning Consultant
David is a financial professional and a member of the Personal Finance Society. He has spent his entire 20 year career in the financial service industry.
He has a passion for helping people identify what is important to them and putting plans in place so that they can protect them. He enjoys working with individuals, families and businesses, helping them obtain peace of mind and security for themselves and for those important to them through suitable policies and advice.
David is married with a young daughter who keeps him very active.
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. Your home may be repossessed if you do not keep up repayments on your mortgage. Buy to let mortgages are not regulated by the Financial Conduct Authority.
Holistic financial planning Establishing and reviewing Trusts Complete personal risk management planning Short and long-term savings and investments