Meet The Adviser

Telephone: 07985 243591

David has over 25 years’ experience in financial services, he started as the man from the Pru delivering financial advice on savings, investments, retirement planning as well as mortgage & protection. He is highly qualified with many qualifications including a Diploma in Financial Services (personal finance society) and a certificate from the chartered institute of insurance (CII) in advanced mortgage advice.

With the mortgage market becoming so complicated in recent years David decided he needed to specialise in Mortgages & Protection alone. David gets great satisfaction from meeting clients for the first time and getting to know them throughout the process, you could say that Dave’s mantra is to treat people in exactly the same way he would like to be treated himself, to this end Dave receives many recommendations and has a very large number of clients that repeatedly come back to him.

David receives great feedback from all his clients with typical comments of being friendly, personable, always available and efficient David has a great partnership with his personal assistant Emma, together and with her support clients are assured of an enjoyable and stress free experience. Emma will chase all parties such as solicitors, estate agents and the lender to ensure a smooth and efficient service with regular updates to clients. It goes without saying that Dave’s objective is to get the absolute best deal and tailor a solution that meets client needs and budget, he feels protection is very important and to this end he will explain the importance of this during the process.

When not working Dave plays 5 a side with friends that have been playing together over 20 years, he recently did a skydive, loves mountain biking, skiing and when the weather is good going out on his motorbike (basically anything to get the adrenalin going) oh yes, he loves his kids his partner and his chickens.