David is a strong believer in simplifying the sometimes complex world of Financial Planning. His ability to patiently walk clients through their personal or business financial journeys, helping them understand where they are currently, and providing them with the help needed for them to meet their present and future needs has earned him the trust of his clients.
David has many years experience in the financial services industry, having worked in various roles, ranging from Corporate Banking to Wealth Management. Now specialising in personal and business financial planning, he thrives in working as an Independent Financial Adviser.
Providing ongoing advice is at the heart of David’s approach to financial planning. It is inevitable that everyone will go through various stages in their lives that will have financial implications, whether that be starting a family or business; buying a property; saving for children’s education; retirement planning; or passing on an inheritance. David proactively works closely with his clients to build long-term relationships, and his clients find him reliable and committed towards achieving their objectives, no matter what life throws at them.
David became aware of True Bearing while he was researching IFA companies that would allow him to provide a truly independent and unbiased service to his clients. He spent six months assessing a number of high-profile independent firms in the North West and soon realised that only True Bearing would be capable of providing exceptional service that he and his clients expect.
Many describe David as a kind, energetic and positive individual who always sees the “glass half full.” He is very courteous and a patient listener who would leave no stone unturned in his quest to help his clients achieve their financial aspirations and goals.
Having spent most of his life in various parts of the North West, David engages with his community through a number of charity involvements. He is married and enjoys walking and playing a variety of musical instrument with his wife.
For Advice On:
Corporate Financial Planning
Inheritance Tax Planning
Diploma for Financial Advisers
Certificate in Business Banking and Conduct