Diploma in Financial Planning (DipPFS)
David’s aim ultimately is to understand his client’s aspirations and concerns through open and meaningful conversations, he then uses this information to formulate a financial plan to help them to achieve their lifetime ambitions. He holds the Diploma in Regulated financial planning and is currently working towards Chartered Status.
Outside of work my passion is travelling around the world and exploring different cultures and cuisines.
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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