0330 038 8941
Based in Sunderland
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: October, 2017
5 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: 07 April 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
7
Recent Client Reviews
David has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 7 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: 23 October 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.
5
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 9 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 9 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: 07 April 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
7
Recent Client Reviews
David has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 7 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: 23 October 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.
5
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 9 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 9 first impressions)
Although forward looking our advice is based on traditional values. Whether a business owner, private client or simply beginning their financial planning journey, our aim is assist in creating and protecting wealth. All with the long term goal of financial freedom so people can spend time doing what they enjoy in life. Having graduated from University (Degree and Masters level) I moved into financial services and have been involved ever since. We have always remained focused on clarity, choice and value for clients through our specialist advice and service and will continue to strive to maintain and improve standards where possible to achieve positive outcomes for our clients.
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
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