David Buckley

David Buckley

BW Financial Planning (FCA No. 618213)

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in St-Albans
View location
Top Rated 2025
Verified since: December, 2024
4.9 out of 5

63 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 April 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    David has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 March 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

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • 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

  • 7

    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 7 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 April 2025

    David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    David has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 March 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

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • 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

  • 7

    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 7 first impressions)

30 years in the industry has given me that experience that money cannot buy and I enjoy sharing that with my clients that are all very different because all of us are individuals and our needs differ from one person to another, I can help you to understand the financial world and help you make better informed choices in your life. You will have clarity of a bespoke financial plan that you have been involved in creating that will make the most of your available tax breaks. Your investments will be underpinned with incredible research constantly looking for value, avoiding bubbles and so increasing the values of your assets. I am proud of how well this works for clients as shown below. Our 3 year Returns V Sector Average as shown below:- Defensive Cautious Moderately Cautious Balanced Adventurous Our Portfolio 3.19% 11.05% 14.61% 22.91% 29.25% Sector Average -2.47% 2.57% 8.23% 8.23% 8.75% Outperformance 5.66% 8.48% 6.38% 14.68% 20.05% You will benefit from an ongoing service that keeps you informed of changes that require your plan to be altered. In addition you can benefit from a transparent fee structure that leaves you with more money to invest and grow for your benefit. This includes flat rate fees instead of %s for initial work which is a huge cost benefit for individuals with £500k of assets. Learn More about us at www.bw-ifa.co.uk/videos

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).

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