David Hole – Salisbury

Wealth Planner

David is 55 and lives in Christchurch with his wife Sarah and canine friend Gertie. David has two sons from his first marriage, Charlie and Daniel – both are musicians and live in London and Brighton respectively. In addition, David has three step-sons; Ben, Ollie and Matt all of whom live locally.

David grew up in Ferndown but spent a lot of time in Christchurch where his father was a life-long member of Christchurch Sailing Club, so it was only natural to move there eventually. In his late teens he moved to Cyprus and then Florence – his ‘University of Life’ from which he graduated with an honours degree and a wealth of life experiences. Returning to the UK in his mid 20’s David embarked on a career in Financial Services.

Including a three year period living and working in the Middle East (Bahrain); David has been helping clients for over 30 years, specialising in Later Life Planning. This includes Pre & post retirement planning, Inheritance Tax Planning, Estate Planning and Long Term Care planning. David best explains what he does using a ‘timeline’, helping clients to prepare for retirement; enjoy their retirement and make sure finances are in order to minimize tax and maximise enjoyment and if needs be provide for Long Term Care.

David is keen to keep fit, which includes swimming, ski-ing, walking and jogging. He loves to cook and spend time abroad when possible, including frequent trips to his apartment in Calpe on Spain’s Costa Blanca, which he uses as an office when not seeing clients in the UK. Recent trips include Peru, where he trekked Machu Piccu, and future plans include South Africa and India.

For an initial chat without cost or obligation call David on 07384 254 102 or email at: David.Hole@successionwealth.co.uk

07384 254 102

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