0330 038 8938
Based in Haslemere
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: November, 2018
4.7 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 status
Last checked: 09 April 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
15
Recent Client Reviews
David has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 15 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: 18 March 2025
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.
3
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
93
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 93 first impressions)
96% of users who are not yet clients had a positive first experience with David
96% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 93 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: 09 April 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
15
Recent Client Reviews
David has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 15 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: 18 March 2025
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.
3
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
93
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 93 first impressions)
96% of users who are not yet clients had a positive first experience with David
96% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 93 first impressions)
I am one of the Partners in our London office with a particular focus on advising on complex financial planning and intergenerational wealth planning. When providing advice my primary aim is to assist clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering. I am a strong advocate of the use of cash flow modelling to provide a context for informed, ongoing, financial decision making within a lifetime financial plan. My approach to advice has proved successful for various types of client. However I have experienced particular success in providing financial advice that focuses upon achieving optimal financial outcomes during divorce negotiations and post divorce settlement. My ability to demystify the complexities around pensions on divorce has proved of great value to both clients and matrimonial solicitors. I am a Chartered Financial Planner and have been providing financial advice for over 20 years, having spent the 15 years prior to joining TPO with Baker Tilly Financial Services and Towry. My weekends are dominated by ferrying my son to football and clearing up after my daughter’s pony!
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
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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