0330 038 8940
Based in St-Columb
View locationChecks 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: 01 January 2026
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
David has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 11 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: 06 January 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.
9
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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.