0330 038 8940
Based in Canterbury
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Last checked: 28 February 2026
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
29
Recent Client Reviews
David has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 29 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 November 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
David has provided information on their typical fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with David
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 3 first impressions)
I've been helping individuals and families with their financial matters for 25 years. I check if they'll have enough for retirement, ensure they can afford the good things in life, and plan how to pass on their wealth to loved ones in the future. My clients often say I'm great at simplifying challenging financial matters and explaining them in clear, easy-to-understand terms. I'm all about giving clear advice and building long-term relationships based on trust and respect. If you're looking for clear, honest financial advice, please get in touch, I’d love to hear from you.