0330 038 8939
Based in Colchester
View locationChecks 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 status
Last checked: 29 March 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Recent Client Reviews
David has not received any client reviews in the past 12 months
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
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: 03 October 2024
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.
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 not yet added their fees to their profile
Fees not yet added
David has not yet added their fees to their profile
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 12 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 12 first impressions)
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 status
Last checked: 29 March 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Recent Client Reviews
David has not received any client reviews in the past 12 months
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
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: 03 October 2024
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.
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 not yet added their fees to their profile
Fees not yet added
David has not yet added their fees to their profile
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 12 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 12 first impressions)
I have been working in Financial Services for 18 years, with a background in Banking and Independent advice. I enjoy helping clients, existing and new with arranging their finances in a manner that is simple, avoiding jargon and providing value. I offer a very patient approach, taking individual circumstances in to account and providing a bespoke service. I can assist my clients with basic advice or deal with complex cases that require a specialist eye for detail. I specialise in planning for later life, this is specifically in relation to retirement planning and building a financial plan. This does not mean that I only deal with clients of a older generation. Understanding how to plan and how to make the most of the opportunities available are key to achieving goals. I like to keep my clients up to date with the complexity of legislation changes and understanding jargon. All of my clients benefit from a fully independent and unbiased approach to financial services. In my spare time I enjoy spending time with my family, gardening and also participating in a variety of sporting activities.
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
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.