Over a financial services career beginning in 1998, David has given advice across all areas of financial planning, whilst gaining in-depth experience advising in the areas of tax efficient investment planning, retirement planning and inheritance tax planning.
Before founding Bright Future Financial Ltd and becoming part of the Vision Team, David held positions with Britannic Assurance, Portman Financial Services, HSBC Bank (in the southwest and Guernsey) and Tilney Bestinvest.
David is a Chartered Financial Planner, Retirement Planning Specialist, Later Life Advice Specialist, and also a Fellow of the Personal Finance Society.
“I believe that good quality professional independent advice, combined with a well-designed and reviewable financial plan, can help clients to achieve, maintain and protect the lifestyle they want, for themselves and their family.
I take the trust that clients place in me as a personal responsibility, and I firmly believe that professional financial planning can change lives. It’s why I do what I do.
I also believe in taking care of people, that if you do the right thing for your clients, you will change lives for the better, helping everyone to meet their personal aspirations and achieve a bright future.”
David can be contacted on 07701 011930 or by
'Having dealt with David before I was very pleased to have the opportunity of discussing my finances with him again. I have every confidence in him and am happy with the service he has so far provided.'
'David was friendly and professional. I felt he fully understood our needs and attitude to risk and I am confident we have the right investment portfolio.'
'The service I received was honest, which led me to trust the advice. Nothing was too much trouble and I wouldn't hesitate to recommend his service to friends and family.'