0330 038 8939
Based in Southwell
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: September, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Last checked: 15 April 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
53
Recent Client Reviews
David has received 53 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 53 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: 09 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.
6
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with David
90% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Last checked: 15 April 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
53
Recent Client Reviews
David has received 53 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 53 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: 09 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.
6
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with David
90% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 10 first impressions)
I believe in simplicity, too not over complicate our discussions as I believe people are generally put off financial advice because they think it’s not understandable. My particular areas of specialisms are investments, pensions both pre and post retirement and inheritance tax planning. I received my Level 4 Diploma in Financial Advice from the Institute of Financial Services (IFS) in 2012 which was the culmination of three years of study whilst advising. My clients are diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I also advise companies on their employee benefits. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. I believe the key to being a good adviser is having a high level of technical knowledge but more importantly the ability to listen and understand what really matters to clients. My spare time tends to revolve around my family as my Son is 19 and plays Water Polo, Golf & Cricket. We play golf at Radcliffe on Trent Golf Club. At Sense Financial Solutions we offer our client service programme which follows a six step process and our promise to you will always be to help you to achieve your financial aims, objectives and dreams. Step 1 - Getting to know each other Step 2 - Information gathering Step 3 Research and analysis, creating your personal plan Step 4 - Presenting the plan, achieving your goals Step 5 - Implementation, putting the plan into action Step 6 - Ongoing review, keeping everything on track The Services I can provide to you are as follows. Wealth Creation, Retirement Planning and Provision, Business Continuity and Succession Planning, Estate and Tax Planning, Protection, Private Medical Insurance, Property Portfolio, Wills and Lasting Powers of Attorney, Pre-Paid Funeral Plans and General Insurance.
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
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Adviser Disclaimer
Our initial meeting and discussion is at no cost to you, after all, you and I need to discover if we are compatible and we want to work together. My job is to understand what you're trying to achieve and develop a plan to get you there with regular reviews whilst building a trusted long term relationship with you. I honestly believe that building long term relationships with my clients is the best possible way to enhance the experience for the customer and our business. Financial advice isn't just about today it's about the journey to where you are dreaming of being. Putting money away today for tomorrow is important because it allows you choices later on and the more money you have the more choices you have. I try to keep financial advice as simple as possible and I believe my clients appreciate this. At Sense Financial Solutions, we work closely with our clients to ensure that they receive a comprehensive financial planning service. For private clients that means looking at wealth management, estate preservation, investments, pensions, protection, mortgage and taxation advice, long term care needs, equity release and help with wills, lasting powers of attorney, trusts and probate. We are committed to delivering the very best personal service to our clients, ensuring they receive fair and impartial advice and the right information to help them make their own decisions. As we are Independent Financial Advisers we can offer our clients best value by researching and seeking products and solutions from the whole marketplace of product providers. Sense Financial Solutions is authorised and regulated by the Financial Conduct Authority under Financial Services Register number 616273.Sense Financial Solutions Ltd is registered in England & Wales at Companies House, number 5313395.Registered Office: 43 Walcote Drive, West Bridgford, Nottingham, NG2 7JQ