0292 053 8857
Based in Cardiff
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FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 May 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
David has not received any client reviews in the past 12 months
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 June 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
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David has not yet added their qualifications to their profile
Transparent Fees
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David has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 4 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 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 May 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
David has not received any client reviews in the past 12 months
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 June 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
David has not yet added their qualifications to their profile
Qualifications not yet added
David has not yet added their qualifications to their profile
Transparent Fees
David has not yet added their fees to their profile
Fees not yet added
David has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 4 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 4 first impressions)
Business: I have over 24 years experience advising High Net Worth and Ultra High Net Worth clients. I hold advanced qualifications in taxation and financial planning as well as the financial planning certificates, financial planning diploma and further qualifications in mortgage practice and long term care. I have extensive knowledge and experience advising on Protection, Investments, Pensions, Wealth Utilisation Strategies, Corporate Financial Planning, Advice to Directors and Inheritance Tax Planning. Typical clients are individuals, families, companies, charities and trust funds with assets in excess of £250,000, however due to Officium Private Wealth's fixed fee structure I don't have a minimum wealth criteria. I offer a high level of service to all clients, regardless of their wealth. Personal: I have two children, Sam and James, and enjoy family time outside of work. We love to travel particularly skiing and visiting relatives in Australia. I enjoy mountain biking and keeping fit.
Offers available through VouchedFor
Contact David through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About David's clients
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Adviser Disclaimer
Officium Private Wealth Ltd is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 197107. Officium Private Wealth Ltd Companies House Reference - 13324577