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Since joining True Bearing Chartered Financial Planners, David has built a solid reputation for himself as a professional and enthusiastic Chartered Financial Planner. He prides himself on retaining the client-base he developed at the beginning of his career as an Adviser and his proudest moments are when his clients make personal referrals.
A great believer in regular face-to-face meetings with his clients, David’s clients welcome his knowledge and hands-on approach, but most of all his relaxed manner and courtesy. His ability to translate financial jargon into plain English is an important asset when offering advice to his clients.
With 21 years of experience and specialising in the areas of investments and pensions, David is particularly well positioned to help you with all aspects of your lifestyle and retirement planning. David takes great satisfaction in keeping clients on track to hit their financial goals and watching them become financially organised.
Based in Bury, David is married to Joanne and together they have one daughter. A keen golfer, David never misses the opportunity to take to the green.
What my Clients say
I first met David at a Pre- Retirement Course for Blackpool Council employees, of which I was one, in 2009, where he presented clearly the considerations and options for investment and future security. His delivery was clear and factual, and he dispelled some commonly held myths.He gave a clear impression that he knew his subject and would offer balanced and honest advice as an Independent Financial Adviser.
I followed this contact up and have retained his services since my retirement in April 2010. He always answers queries promptly and fully, and is prepared to do whatever work is necessary to reach a solution I am happy with . He does not confuse me with complex explanations which I do not need or understand, and yet leaves me with confidence about the decisions I have made. He presents as a person of integrity and someone to be trusted.I would not hesitate in recommending David to friends and colleagues in the future.
J Jaynes, Retired Director, Blackpool Council
David has managed our Financial Planning for the last seven years. At all times he has acted in a thoroughly honest, professional and trustworthy manner. We would not and have not hesitated recommending David to other friends and family.
Diane and Andrew Pilling, Directors, Affordable Accounts Group - Westhoughton
David has provided me with financial planning support for more than 5 years and throughout that period I have always found him to be 100% professional and completely trustworthy. He always finds time to deal with my enquiries quickly and courteously. I would gladly recommend him to others.
Ismail Docrat, Sales Manager, Enterprise
We have dealt with David Oversby for the majority of our financial affairs for the last 10 years. We have found him to be professional and attentive at all times offering astute and accurate advice.
Tony Glen, Managing Director, PAR Ltd - Chorley