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 email
‘David takes his time in any explanations needed to ensure that we fully understand all he is suggesting. He doesn’t make you feel uncomfortable if you need anything explained twice. Double checking as he speaks we are following his references to any figures on paperwork. His consultations are never rushed, you are never made to feel time is running out.’
‘As always, David has provided excellent advice. He has a thorough knowledge of our needs and our future investment intentions. He demonstrates an excellent knowledge of potential investments that will suit our needs. He is thoroughly professional in all his communications with us. We would, and do, recommended him to people we know.’