0160 339 8133
Based in Norwich
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 19 February 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
25
Recent Client Reviews
Verified reviews: 100%
David has received 25 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 13 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.
10
Qualifications Uploaded
10 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 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
11
Positive 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 11 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 19 February 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
25
Recent Client Reviews
Verified reviews: 100%
David has received 25 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 13 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.
10
Qualifications Uploaded
10 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 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
11
Positive 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 11 first impressions)
I have been working in Financial Services for over 15 years and I pride myself on ensuring my clients are at the heart of everything I do. I take the time to get to know my client and their circumstances to ensure that they are getting the right advice, taking into careful consideration their current and future objectives. My areas of expertise include investments and pensions (both pre- and post-retirement) and inheritance tax planning. I also offer both business and personal protection services, to ensure my clients are protected if the worst were to happen.
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
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.