David Oversby

//David Oversby
David Oversby 2017-08-16T11:25:28+00:00

Project Description

AFPS, Chartered Financial Planner
Areas Covered: Chorley, Preston

  • 807225332 David Oversby

Following his MA graduation, David qualified as a financial adviser and followed his father John into the profession. Since joining True Bearing Chartered Financial Planners, David has developed a wide range of skills and is building a solid reputation for himself as a professional and enthusiastic Independent Financial Adviser.

Highly committed to being at the top of his game in financial planning, David continues to develop his knowledge by studying for advanced qualifications and holds specialist accreditations in taxation, trusts, mortgages, investments and pensions. He holds the Advanced Financial Planning Certificate (AFPC) including the AF3 Pensions Model, and in 2009, David became an Associate Director of the Firm.

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.

A great believer in regular face-to-face meetings with his clients, David’s aim is to help his clients build their futures. David 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. Since 2007 David has been an active player in the team advising at the NHS pre-retirement seminars, and specialises in Investments and Portfolio design.

David advises clients of Christine Sharp & Co Solicitors in Heywood, and Affordable Accountants in Westhoughton and has clients throughout the North West and West Yorkshire.

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.

Areas of Expertise

For Advice On:

Investments
Protecting Income
Mortgages
Life Assurance
Inheritance Tax Solutions
Partnership Protection Options
Retirement Options

Qualifications:

MAQ – Mortgages
G10 – Tax and Trusts
J04 – Pension Funding Options
J05 – Pension Income Options
J06 – Investment Principles, Market and Environment
AF3 – Pension Planning
AF5 – Financial Planning Process

“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

“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,
Sale

“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

“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-oversby-2013.04-199x300 David Oversby
David OversbyChartered Financial Planner
Office: 01257 260011
Mobile: 07790 463 561
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