0330 038 8938
Based in Newmarket
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: February, 2019
4.8 out of 5
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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: 05 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
David has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 11 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: 03 February 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.
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David has not yet added their qualifications to their profile
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David has not yet added their qualifications to their profile
Transparent Fees
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David has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 4 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 4 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: 05 March 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
David has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 11 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: 03 February 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.
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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 4 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 4 first impressions)
I focus on you, not your money. No two people are the same and have the same needs. I’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter. I am a Financial Planner near Cambridge, providing independent financial advice to people with retirement and investment, inheritance tax planning & protection needs. I started my own firm as DP Financial Solutions Ltd and joined the Vision network following a long and successful career with NatWest and more recently HSBC, where I was an award winning Financial Adviser in Personal Financial Advice, over a 15 year period. I always put the customer as number one and strongly believe that the cornerstone of the best advice is to get to know your client well and build strong and long lasting relationships. I tailor my advice to meet each individual’s circumstances. With a greater number of financial service provides now only offering a ‘restricted’ advice model, I joined the Vision network to ensure both my present and future clients continue to benefit from ‘true’ independent financial advice. Outside of work, I am married to Kath and have three children, Jack and Emily and George. Most of my spare time is taken up with the children’s activities, especially Jack’s karting. I am also very active both on and off stage with my local amateur dramatics society. I would also welcome the opportunity of discussing your current situation and understanding your objective and goals. I can then provide the right advice to meet your needs as a valued client. Please note that the FCA do not regulate Inheritance Tax Planning Customer testimony: My adviser spent considerable time and effort explaining everything to me. I trust him implicitly and have already recommended him to my friends and family.
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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