David Butler

David Butler

Succession Wealth

Minimum savings/pensions: Over £250,000

0238 115 9939
Based in Eastleigh
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Verified since: November, 2020
4.7 out of 5

34 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 September 2026

    David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status

  • Recent Client Reviews

    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

    Last checked: 01 May 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.

  • 8

    Qualifications Uploaded

    8 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 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

  • 4

    Positive First Impressions

    75% of users who are not yet clients had a positive first experience with David

    75% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 4 first impressions)

About

Wealth of experience over 30 years of providing Independent Financial Advice. Left Uni to join Dodge City (DIY)as a Trainee Manager. Taken over by B&Q and moved to Head Office on Templars Way. Established a property rental portfolio then travelled world for 12 months. Scuba/surfing/exploring! Spent 3 days in Jakarta hospital on a drip - avoid the vegetable soup! Became a Financial Adviser for GA then HSBC, Aviva & Compass WM. Became MD and owner of Cassidy Coutts Donald Ltd IFA in Southwick before move to Succession Investment portfolios , Care Fees planning and Inheritance Tax planning. Member of the Society of Later Life Advisers (SOLLA) With regards Defined Benefit Pension transfers we only consider when you are within 5 years of retirement. Due to the Set Fees involved, transfer values of over £250,000 are preferred. We are obliged to charge a fee for the recommendation to transfer or indeed not to transfer. In view of this I will establish your overall position before any commitment is made. With regards Care Fees Planning , I was on the CAREWISE panel established by West Sussex County Council for 10 years and only after thorough professional and personal vetting had been undertaken! I live near Winchester, married with 3 children -Peter Symonds and Barton. ex Mary Rose Trust scuba diver and Trojans Hockey Well travelled, friendly and efficient.