Specialist area: Investment Planning, Inheritance tax planning, Long Term Care and Equity Release
Testimonials
“Talking to David about financial matters is easy, he doesn't use incomprehensive technical language, nor does he make you feel like a village idiot. He explains the 'pros and cons' with clarity and commonsense, but his greatest quality is his honesty, a rare commodity in these days of spin.”
“Having been associated with David for some considerable time now, I would like to express my thanks to you for giving up your time to myself and our prospective residents to help ascertain the best routes for funding accomodation at Coxbench Hall. As a result we have, over the years, had a number of our residents funded to varying degrees through insurance schemes which give both the residents, and ourselves, peace of mind with regard to future fees. Thank you again for your most able assitance and the professional manner in which your dealings with us have been conducted.”
Adviser History
1994 – 1996 Financial Consultant, Prudential Assurance Company Ltd