David Holdsworth

Wealth Planner

Diploma in Financial Planning (DipPFS)

David has been heavily involved over the years in Pension and Investment Planning for clients starting out in their careers as well as those being close to retirement. He strongly believes in a long-term relationship between Adviser and Client – in many cases he is now advising three generations of the same family. He is ethical and principled with an overriding work ethic to help clients achieve all they want in their lives.      

I have been married to Kate for over 40 years and have two grown up sons with a couple of young grandchildren. We have lived in Leeds all our lives – no more than 200 yards from both our childhood homes. We seem to spend most of our lives chasing two Welsh Springer Spaniels around the Parks and Dales in Yorkshire, as well as enjoying great holidays over the years – Italy being our favourite.

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