0330 038 8938
Based in Carlisle
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: June, 2020
4.8 out of 5
Checks 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: 04 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
24
Recent Client Reviews
David has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 24 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 02 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 3 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 3 first impressions)
Checks 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: 04 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
24
Recent Client Reviews
David has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 24 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 02 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 3 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 3 first impressions)
As a Newcastle Financial Adviser I'm committed to offering a personable, friendly and supportive service to my clients. I pride myself on getting to know you, your situation and needs and providing a thoughtful, expert and considered view. I have 20 years' experience in Financial Services, previously working as an IFA, in private banking and other Building Societies. Newcastle Financial Advisers is part of the Newcastle Building Society which means that we are led by our purpose 'connecting our communities with a better financial future'. For you, this means no matter how much you have saved, or how much you want to invest I am here to help you with your financial planning needs. Approved by The Openwork Partnership on 14/01/2025. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Offers available through VouchedFor
Contact David through VouchedFor and your initial 30 minute 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
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Approved by The Openwork Partnership on 14/01/2025.