0330 038 8940
Based in Guildford
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
5 out of 5
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
5
Recent Client Reviews
David has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 5 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: 13 April 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.
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
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 11 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 11 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
5
Recent Client Reviews
David has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 5 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: 13 April 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.
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
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 11 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 11 first impressions)
You talk, I listen. Then we build a plan together. I provide 'financial peace of mind' for my clients who want to preserve, protect and grow what they have so that they can reach their future goals. My client base ranges from young professionals just starting their financial planning journey to much older clients completing theirs. I've worked in the financial industry for over 25 years holding an Honours degree in Economics and a Masters degree in International Securities, Investments and Banking. Professional, Reliable, Down-to-earth, Personable. But most importantly, I listen and give straightforward jargon-free advice. In my spare time I provide a reliable taxi service for my kids and a free dog walking service to Teddy. Let's start a conversation about what help you need. It costs nothing and it could be the start of getting your finances in order. You'll wish we'd met years ago. Brightpath Financial Planning are proud to be a partner of M&G Wealth Advice who are backed by the strength and credibility of M&G plc, who have been providing financial security for over 170 years. The advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice.
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
Based on responses provided by clients who have reviewed this adviser
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Brightpath Financial Planning are proud to be a partner of M&G Wealth Advice who are backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years.