0330 038 8940
Based in St-Columb
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FCA Regulated
Last checked: 01 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Verified reviews: 100%
David has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 07 January 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.
7
Qualifications Uploaded
7 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
Checks carried out by VouchedFor
FCA Regulated
Last checked: 01 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Verified reviews: 100%
David has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 07 January 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.
7
Qualifications Uploaded
7 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
Strategy Wealth, based near St Austell, offer a fully Independent Financial Advice & Planning service for clients across Cornwall, Devon & beyond. Being Independent means that we do not have any ties, loyalties or incentives, with any investment provider or product, and can therefore reassure you that any advice and recommendations that we make, will be made with one priority in mind - that they are the best thing for you! With our 'whole of market' access, we can use our Independent software and research tools, to find the best solutions in the marketplace, and tailor our recommendations to meet your Financial Planning needs and objectives. To find out more, please contact us to arrange your initial meeting, at no cost. More about me......... I have worked in Financial Services since 2014, following successful careers in the automotive and marine industries. I previously worked at a local firm but have always wanted to run my own business. When the opportunity arose to start my own firm in 2023, I started work on building a client focused, technology led, Financial Planning firm, with the purpose of remaining truly Independent and delivering great client service. Outside of work, I have a busy family life, with my Wife, 3 Sons and 2 dogs. I am also proud to volunteer as a Special Constable with Devon & Cornwall Police.
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).
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Adviser Disclaimer
Strategy Wealth Uk Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Strategy Wealth is a trading name of Strategy Wealth Uk Ltd which is registered in England and Wales no. 14838686. Registered office 45 Tanwood View, Bodmin, Cornwall, PL31 2PN. Directors: David Ellicott & Michael Rowan