Qualifications
• Diploma in Financial Planning
• Financial Planning Certificate
• Certificate in Life & Pensions
At work
Dave has been a financial adviser for 25 years. After six years working for Prudential and BUPA, he became an Independent Financial Adviser in 2001.
During this time, Dave has trained other advisers to work with clients professionally and empathetically. His philosophy is to make financial planning all about the client and their circumstances by stripping it back and looking at their lifestyle choices and goals.
Dave’s areas of expertise are investments, retirement planning, Inheritance Tax planning and succession planning.
At home
Outside of work, Dave enjoys the gym and music; both listening and performing.
He also loves to spend time with his family, friends and loved ones.
Dave Likes
- Food
- Music
- Family
- Challenges
- Debate
- Days out
Dave Dislikes
- Ignorance
- Tomatoes
- Boredom
- Red tape
- DIY
- Decorating
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Dave’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. Dave’s SPS is available upon request.
GET IN TOUCH
CONTACT DETAILS
HEAD OFFICE
The Pension Planner
Courtwood House
Silver Street Head
Sheffield
S1 2DD
Production
