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David was attracted to True Bearing in 2016 after spending most of his career working for main stream high street banks. He joined True Bearing to concentrate on what he was qualified for and enjoys doing most – providing high quality financial planning advice for clients.
Most of David’s time is centred on looking after high net worth individuals both pre and post retirement. For David, the real enjoyment of being a financial planner, is providing clients with bespoke, holistic advice that allows them to enjoy their lives, instead of worrying about what’s going on in the world financially.
David works with his clients to explain complex information clearly and simply. He genuinely wants to help people to get the best out of their money ensuring his clients get the right advice on investments, savings and pensions.
David is highly qualified, having attained Chartered Financial Planner status several years ago. He believes it is paramount to hold qualifications in order to advise his clients correctly.
David is married with two grown-up children. When time allows, he enjoys riding his motorbike, walking his dog and supporting local community events.
What my Clients say
I wanted to say a big thank you to you David Houghton for all the work you have done for us, before coming to see you, we had very little confidence in the financial services industry after the dealings we had with our bank, but you have given us confidence in the system again.
I now know I can rely on you to do your very best for us and look forward to meeting up with you again in 2 years time.
I am approaching retirement and David Houghton's support and advice has been of critical importance at this challenging time. I really appreciate his calm and informed assessment of my needs and never feel that he resorts to a one size fits all solution.
I am looking forward to working with him for many years to come.
Helen McMurray - London
I have worked with David Houghton as my Financial Adviser for several years. He has managed my pension fund and my investments in a way that has enabled me to understand what my needs are and how the investments are performing. He has also given me clear information and recommendations so that I can make the right decisions for the future. He has always been very professional, proactive and honest.
Sue Coyne - Wilmslow
David Houghton was punctual. He was immaculately dressed with a fine countenance. He quickly grasped our situation and was able to market his company’s services with clarity. After David had departed, we both agreed that we had made the correct decision in proceeding with his proposition.
Mr and Mrs E - Cumbria