0330 038 8939
Based in Lyme-Regis
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: October, 2018
4.9 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: 27 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
David has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 10 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: 28 January 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.
9
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 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 not yet added their fees to their profile
Fees not yet added
David has not yet added their fees to their profile
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: 27 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
David has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 10 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: 28 January 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.
9
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 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 not yet added their fees to their profile
Fees not yet added
David has not yet added their fees to their profile
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'm a Chartered Financial Planner who has been advising clients since 1998. My core services cover wealth management, financial planning, investments, pensions and retirement planning, inheritance tax and estate planning. I have a wealth of experience in helping clients achieve their financial goals and in addition to being awarded the prestigious title of Chartered Financial Planner, which is regarded as the industry's "Gold Standard", I'm also a Retirement Planning Specialist, Later Life Advice Specialist and a Fellow of the Personal Finance Society. Therefore, you can rest assured that you are receiving advice from a highly qualified, reputable and capable professional. I have a strong commitment to being independent and by offering a whole of market choice I can provide our clients the very best unbiased financial advice. I take the time to get to know you, your objectives and attitude to risk in order to custom build a service that’s right for you. My advice is always clear, simple and tailored to you. Find out more at www.brightfuturefinancial.co.uk
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
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Bright Future Financial Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. This can be verified by visiting The Financial Services Register. The Financial Conduct Authority does not regulate Inheritance Tax and Estate Planning, Wills or Trusts.