David Swaby

As an Independent Financial Adviser, Chartered and Fellow of the Personal Finance Society, I make it my mission to help and educate as many people as possible get the most from their finances whether that be Saving you, Making you or Protecting your money and affairs as well as generally sorting through the hassle making things simple and straightforward which can sometimes be just as valuable! The way I work is that generally I don’t charge any fees or costs until I can show you how I can add value to your circumstances, and you then agree and choose to move forward and work with me! I've spent many years building up a wealth of knowledge both advising clients and gaining significant additional professional qualifications in Financial Advice achieving the higher Level 4 qualification in Mortgage advice as well as finishing the level 6 exams with the PFS gaining both Chartered and Fellowship Status. Prior to setting up my own business and partnering with Continuum (Financial Services) LLP I worked as a Senior Financial Adviser for Skipton Building Society for almost seven years building up many relationships and advising on a wide range of financial affairs including maximising savings growth, generating incomes from savings/investment pots, giving pre and post retirement Pension Advice and additionally Trust and Inheritance Tax Planning Advice. Prior to Skipton I built up seven years of Banking and Mortgage and Protection Advice experience with HSBC, covering areas within North and East Yorkshire, as well as North Lincolnshire. My aim is to ensure that each and every person I meet is advised at their own pace and everything we agree is tailored to their objectives. This allows everyone I meet to speak openly about their finances, as they understand that anything I provide advice on will be in their best interests – this allows us to build a relationship before committing to taking my advice. Outside of work I live in the East Riding (a small village called Burton Pidsea) with my Wife Amanda and 3 young children Alex, Leo and Lucy.