Qualifications
David has worked in financial services for more than 25 years. He is a fully qualified independent financial adviser, holding a Diploma in Personal Finance.
David meets with and advises clients throughout the Midlands, as well as working remotely with those further afield. Providing a wealth of experience, David delivers advice and solutions on all aspects of financial planning. This includes investments and savings, pensions and retirement income, Inheritance Tax planning, personal and business insurance, and protection.
David embraces the challenge of finding and constructing the best solutions to satisfy client needs both in the short- and long-term. He prioritises helping clients understand the full range of solutions and options, explaining and discussing complex financial matters and solutions clearly and transparently, and enabling clients to make the best decision for their specific needs.
Specialisms
- Investments
- Savings
- Pensions
- Retirement income
- Inheritance Tax planning
- Business and personal insurance and protection
Find an adviser
Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
Contact us
Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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