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Based in Derby
View locationNot fully verified by VouchedFor
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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.
David is a Chartered Financial Planner and ISO22222 Certified annually by Standards International an independent certification body. He is also a Fellow of the Personal Finance Society. David began his career in the Financial Services industry in 1996 and has been at Friar Gate since its inception in 2004. He offers holistic financial planning advice which is designed to build long term client relationships. His specialist niches are Pension Planning and Investment Planning. David has a BA (Honours) Degree in Business. David is the firm’s Pension Transfer specialist and holds the qualification to enable the Company to offer advice on Final Salary transfers. From an investment viewpoint, he has many clients with substantial funds under management and holds the Investment Management Certificate, which is the benchmark qualification for fund managers and investment analysts.
£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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