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Based in Billericay
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Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Chartered Financial Adviser, Fully independent. Call: 07913346834 I am a passionate and dedicated Independent Financial Advisor with a strong commitment to helping individuals and families achieve their financial goals. With my expertise and personalised approach, I aim to empower my clients to make informed decisions and secure their financial future. Professional Background: I have been working in the financial industry for 8 years, accumulating valuable experience and honing my skills in investment management, retirement planning, risk assessment, and wealth management. I am well-versed in various financial plans and strategies, allowing me to provide comprehensive and tailored solutions to meet the unique needs of each client. Client-Centric Approach: My clients' success is at the heart of everything I do. I understand that financial decisions can be overwhelming, which is why I strive to create a supportive and collaborative environment. By actively listening to my clients' aspirations, concerns, and priorities, I develop customised financial plans that align with their long-term objectives. Whether they are planning for retirement, funding their children's education, or growing their investment portfolio, I am there every step of the way to guide them towards financial freedom. Holistic Financial Solutions: I strongly believe that financial planning should encompass more than just investments. It should consider all aspects of an individual's financial life, including budgeting, insurance, tax strategies and estate planning. By taking a holistic approach, I ensure that my clients have a comprehensive roadmap to achieve their financial goals, while minimising risks and maximising potential returns. Continuous Education: To stay ahead of the ever-evolving financial landscape, I am committed to continuous education and professional development. I regularly attend seminars, industry conferences, and training programs to expand my knowledge and keep up with the latest trends and strategies. This allows me to provide up-to-date advice and leverage innovative solutions to benefit my clients. Your Financial Success Starts Here: If you are seeking a trusted partner to guide you towards financial success, I am here to help. Together, we can navigate the complexities of the financial world, create a roadmap for your future, and ensure that you are on track to achieve your dreams. Contact me today to schedule a consultation and let's embark on this exciting journey together! David Robertson
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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