0330 038 8941
Based in Scarborough
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FCA status: Certified by Firm
Last checked: 15 February 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Recent Client Reviews
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 25 November 2024
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
Transparent Fees
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David has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 15 February 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Recent Client Reviews
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 25 November 2024
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
Qualifications not yet added
David has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
David has not yet added their fees to their profile
David joined Moneyweb in 2014, after previously working for Lloyds Wealth Management for 18 years. David can provide independent financial advice in all areas of investment planning, pension planning, pre and post retirement planning, tax planning, long term care and protection planning.
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
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