0330 038 8941
Based in Sunderland
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: October, 2017
5 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 statusLast checked: 07 October 2026
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
12
Recent Client Reviews
David has received 12 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
David has received 12 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: 22 April 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.
5
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below5 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 belowDavid 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
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)
About
Although forward looking our advice is based on traditional values. Whether a business owner, private client or simply beginning their financial planning journey, our aim is assist in creating and protecting wealth. All with the long term goal of financial freedom so people can spend time doing what they enjoy in life. Having graduated from University (Degree and Masters level) I moved into financial services and have been involved ever since. We have always remained focused on clarity, choice and value for clients through our specialist advice and service and will continue to strive to maintain and improve standards where possible to achieve positive outcomes for our clients.