Location: Wimborne / Romsey
Tel: 01794 517066
Mobile: 07917 674964
Fax: 01794 840807
David has over 30 years of experience in Financial Services having worked with large insurance and investment companies including Legal & General, Scottish Provident and Old Mutual Wealth (formerly Skandia) before becoming an authorised Financial Planner in 2008.
David advises many individuals, families and trustees specialising predominantly in investment planning and inheritance tax planning whilst providing impartial, independent holistic advice.
Diploma in Financial Planning
David’s areas of expertise include:
- Investments and related tax planning matters
- Inheritance tax mitigation and trusts
- Business and family protection
- Pension planning
- Retirement options