David Crabbe

I have worked in financial services for over 20 years and have a wealth of experience, especially in relation to investment and pension strategies as well as complex Estate planning. I believe that an adviser should always provide their clients with support and advice throughout their lives, setting goals for the future, and then putting plans in place to reach those targets. I am a Chartered Associate of the LIBF and I am also a level 6 qualified pension transfer specialist, as well as holding the certificate in Mortgage Advice and Practice. Outside of work I enjoy Triathlons, Golf, Travelling and spending time with my family. At Quilter Financial Advisers we provide full face to face holistic financial planning. Quilter Financial Advisers Quilter Financial Advisers provides professional advice to individuals and businesses through their team of expert advisers. Knowledgeable, experienced and backed by the full resources of Quilter Financial Planning. We are here here to help you manage your Financial Planning. Our client relationship is built on trust and value. Supporting Your Goals Quilter Financial Advisers works with you to develop a strategy for the areas that matter to you, from savings and investments, to planning for retirement and protecting and providing for your loved ones. We’ll select products and solutions that that are suitable to meet your needs and introduce you to specialist third party providers where we feel they can add value. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. Tax treatment varies according to individual circumstances and is subject to change. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17/05/2023