0330 038 8939
Based in Darlington
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: November, 2023
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: 17 April 2026
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
10
Recent Client Reviews
David has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 10 client reviews in the past 12 months; 100% of these have been verified
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: 02 March 2026
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
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
David is a Chartered Financial Planner. He has worked in Financial Services since 1988 and joined Attivo in 2021. David is an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). All Financial Planners require a Diploma in Financial Planning to provide advice. David holds both the Diploma and the Advanced Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. David holds the following Advanced Financial Planning Papers: - Personal tax and trust planning - Pension planning - Financial planning process - Supervision and sales management
