David was attracted to True Bearing in 2016 after spending most of his career working for main stream high street banks. For the previous four years David worked for a national accountancy based consulting firm. This allowed him to broaden his experience by advising on a wider range of financial planning issues.
He joined True Bearing to concentrate on what he was qualified for and enjoys doing most – providing financial planning advice for clients. The enthusiasm and energy within the firm to get the right outcome for clients has really impressed David.
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 adviser, 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.
He states that he often meets clients that have worked hard and saved, but don’t really know how to use their money. He describes it as the ‘best feeling’ when he highlights what options they have – in retirement, semi-retirement, helping other family members or just enjoying themselves more. All the technicalities behind this are his issue to solve, but it’s the outcome that benefits the clients.
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. More recently, David was promoted to Associate Director as a result of his hard work and continued commitment to delivering outstanding client service.
David has an active family life outside work, with his wife and two children. When time allows, he enjoys riding his motorbike, walking his dog and supporting local community events. He also tries to get to the gym three times per week to keep some sort of fitness level!
For Advice On:
- Retirement options
- Taxation planning
- Life insurance
- Protecting income
- Business exit planning
- Corporate financial planning
AF5 – Financial Planning Process
G10 – Tax and Trusts
G20 – Investments
G30 – Business Financial Planning
G60 – Pensions
J02 – Trusts
J06 – Investment Principles, Market and Environment
R04 – Pensions and retirement planning
CF1 – UK financial services, registration and ethics
CF3 – Financial Protection
CF4 – Retirement Planning
CF5- Integrated Financial Planning
CF6 – Certificate in Mortgage Advice
ER1 – Equity Release
Fp1-3 – Financial Planning Certificate
R05 – Financial Protection
I am approaching retirement and David’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
David just a quick email to show my appreciation for all the help you have given us in reference to my forthcoming retirement, and helping with sorting out my pensions so that I get the best out all of them.
Wayne Tomlinson, Radcliffe
I have worked with David as my Financial Advisor 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