A Financial Adviser for over 35 years, having started his career with TSB before becoming self- employed as part of the Zurich Advice Network. David joined TFA in 2007.
David is qualified to offer a completely independent financial advice service, often but not exclusively dealing with matters of:
financial protection, including life assurance, income replacement, and critical illness cover
investments and savings of all kinds, whether orientated towards income, capital growth, or both, long term care funding, inheritance tax planning, long term care funding;
pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
His clients are throughout the South of England including Cornwall, Devon, Hampshire, West Sussex and as far east as London.
David holds the following qualifications:
Fully qualified with Diploma’s and Certificates covering advice for long term care, retirement/pensions, equity release & lifetime mortgages, tax efficient investments, life, critical illness and income protection;
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