David Burrell

I will help you understand your current position, and what you can do to accomplish your future aims. As an Independent Financial Adviser (IFA) at Wise Investment, I provide holistic financial planning and advice to private clients. This encompasses all areas of financial advice such as retirement, inheritance planning and wealth management, building your wealth and saving you money over many years. Wise Investment is an employee-owned company, and as such everyone you interact with has a stake in the business’ long-term success. I will help you make prudent decisions with long term benefits for you and those who matter most. We provide a bespoke service, with financial plans tailored to you and your needs. Both your own personal administrator and I will work together to ensure you receive is both personable and professional. We focus on building long term, often multi-generational relationships with our clients based upon open communication and trust. I started working in the financial services industry in 2007 and have been provided financial advice to private clients since 2016, joining Wise Investment as an Independent Financial Adviser (IFA) in January 2019. Over time, I have worked with many clients, with very diverse backgrounds and aims for the future, and who have a great variation of investment experience. For me, the most important thing is that my clients’ feel comfortable with the decisions that we have made, and that they understand what I have recommended and why it benefits them. No two clients are the same, so listening and understanding what matters to you is vitally important, and maintaining regular contact so that we can adapt as your circumstances evolve. Away from my clients, I continue to improve my professional skills, working towards my Chartered Financial Planner qualification, when my two young daughters allow me the time to do so!