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Award Winning Independent Financial Advisers

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David Philpott

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David Philpott
Independent Financial Adviser

I joined the team following a long and successful career with NatWest and more recently HSBC, where I was an award winning Financial Adviser in Personal Financial Advice, over a 15 year period.

I always put the customer as number one and strongly believe that the cornerstone of the best advice is to get to know your client well and build strong and long lasting relationships. I tailor my advice to meet each individual’s circumstances and I offer bespoke solutions to a host of retirement, taxation, protection and investment needs.

With a greater number of financial service provides now only offering a ‘restricted’ advice model, I have recently joined Vision Independent Financial Planning to ensure both my present and future clients continue to benefit from ‘true’ independent financial advice.

Outside of work, I am married to Kath and have two children, Jack and Emily. Most of my spare time is taken up with the children’s activities, especially Jack’s karting. I am also very active both on and off stage with my local amateur dramatics society.

I would also welcome the opportunity of discussing your current situation and understanding your objective and goals. I can then provide the right advice to meet your needs as a valued client.

I can be contacted by phone on 07977 060059 or by email at

‘David was very clear and patient in taking time to understand my present financial situation and my goals. I feel confident in the products that he has set up with me and in the continuing service he has said will be provided.’

‘Excellent! So pleased I finally got around to reviewing my pensions. I am now confident that all is where it needs to be.’