0161 219 8576
Based in Sale
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, 2021
4.8 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: 20 May 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
18
Recent Client Reviews
David has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 18 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: 26 February 2025
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
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David has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 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 6 first impressions)
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: 20 May 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
18
Recent Client Reviews
David has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 18 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: 26 February 2025
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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 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 6 first impressions)
Having worked as a Financial Advisor since 1998, I have a vast amount of experience in advising on all aspects of financial planning for high net worth individuals and corporate clients alike. I have built an expertise in Pensions both pre and post retirement, Investments, Inheritance Tax planning and Personal Protection. I am passionate about delivering a high quality service to my clients. Holding Chartered Financial Planner status which is the professional body’s “gold standard” of excellence and integrity; I am able to achieve and maintain high ethical standards. This is achieved in a friendly, professional manner by being accountable and accessible whilst being realistic in managing client expectations. My client base is diverse ranging from young professionals just starting their financial planning journey to much older clients looking to enjoy a comfortable retirement. Away from the office I am an avid football fan with my playing days very much behind me. I enjoy watching a variety of sports and listening to an eclectic mix of music. Most of my spare time tends to revolve around my family and the family dog. I believe the key to being a good adviser is having a good level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients.
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
Clients' level of financial expertise
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Mortgage value
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Clients' level of financial expertise
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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