David Ruler

I have been advising clients since 2007 on a wide range of financial matters. When I am not advising I enjoy spending time with my family more than anything. I also enjoy the theatre, travelling, good food and having our friends over to cook for them. Acting is another passion of mine that I have been doing since 2001. Back on financial advice though, helping you achieve your goals is what drives me as a Financial Planner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future. With nearly 20 years of of experience in financial services, I understand that your time is precious – the time you spend with your family, the time spent doing all the things you love, and the times in the future when longer-term aims, and ambitions become reality. By providing advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, my team and I can help deliver great outcomes for those important times ahead. Your personal circumstances are ever changing, and everyone’s needs are different. That’s why we use our four-stage planning process to helps us understand your needs and identify the best way to achieve your goals. I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and the ones you love I can help you put the necessary plans in place. Our ongoing client service uses cutting-edge technologies to allow me to spend more time planning for your specific goals and wider financial planning requirements to help you reach your financial goals. Our Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen. Please feel free to contact me if you would like to know more about the financial advice and the type of services that I can offer you, I will respond back to you at my earliest convenience. We can’t predict what’s to come, nor can we make guarantees about future outcomes. What we can do however, is to use our skills to maximise the chances of you achieving your aims and goals.