David Yeardley
Discover Financial Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8940
Based in Doncaster
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: January, 2024
5 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: 07 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
28
Recent Client Reviews
David has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 28 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: 15 March 2025
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.
5
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 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 6 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: 07 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
28
Recent Client Reviews
David has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 28 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: 15 March 2025
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.
5
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 6 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 6 first impressions)
I am committed to building long-term, trusted relationships with my clients by offering a bespoke wealth management service, tailored specifically to you. Whether it’s finding the most suitable mortgage, helping you arrange cover in case the worst should happen, preparing for your retirement or helping your children see as much of their inheritance as possible, advice will only be valuable if it’s tailored to you. With an ever-changing environment and changing client circumstances, I feel it is essential to formulate personalised financial plans for my clients so together, I can help them achieve their goals and, more importantly, to review these solutions on a regular basis to ensure they remain current and accurate. If you would like help in achieving your financial goals, then please contact me for further information. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such investments are suitable for you before recommending an investment. Some buy to let mortgages and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
Offers available through VouchedFor
Contact David through VouchedFor and your initial 1 hour 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
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Approver Quilter Financial Services Limited. 26/03/2024