and support from
people you can trust.
Our clients tell us that they value the extent to which they can trust us: they know we have their best interests at heart – not just financially. They appreciate the very high quality of advice, our straight-forward transparent approach, and our friendly, caring manner.
This is all backed up by solid expertise and a wealth of experience. You can trust our independence too. We are a completely independent firm and all of our clients can be sure of impartial, unbiased advice.
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Independent Financial Planner
With over 30 years in financial service, Dave brings a wealth of experience to clients. Dave specialises in Investments and lifetime planning particularly helping business professionals and retirees.
Dave travelled extensively in his youth and lived in Africa, the Middle East and the USA amongst others. When not looking after clients Dave is also a professional ski instructor and loves to get away to the mountains whenever possible.
Interesting fact: As a boy, Dave was a member of the BOAC club and was given a tour of Concorde following its first commercial flight to Bahrain. He also met the three moon landing astronauts when they visited his school during their world tour.
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