David Woodhead

David Woodhead

Moneyweb Limited

Minimum savings/pensions: Over £100,000

0330 038 8941
Based in Scarborough
View location

Verified since: March, 2017

4.9 out of 5

11 reviews


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

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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