Senior Financial Adviser
I joined the industry in 1989 and joined Financial Associates in 1999. Client service is now more important than ever – mortgages, financial planning, protection of income and family.
No level of service is ever good enough and therefore the challenge is to continually improve and make it ever more relevant to my clients. Professional, honest and relevant advice is the goal I aim for.
Every morning I wake up with the excitement of knowing that I will today help and advise long standing clients and meet new people referred to me – this is what makes the job so fantastic.
“When we first met David, we found that he was very knowledgeable about policies we already had (and didn't understand), and he was able to explain about what we were covered for - in English. In fact, one of his great strengths is being able to explain financial concepts in terms that we could understand - especially as we have no financial background as customers.
Our initial problem was understanding what financial cover we had, whilst also wanting to reduce our outgoings. David was excellent in explaining that we had more than we needed and came up with a pragmatic package that met our needs whilst saving us a significant amour of expense.
Then our situation changed significantly, with vastly less income, and again David was able to review what we had and adjust our cover - whilst planning ahead for when we had more income again.
I would wholeheartedly recommend David to anyone considering him as a financial advisor as he is very much focussed on need, and avoids selling things that are really not required. He speaks in layman terms and is willing to explain things in different ways until we understand what he is telling us. He always makes us feel valued as customers, and we feel able to ask any questions without being made to feel we are stupid.
David has had to work hard for us as we have had several changes in circumstances over the last 10 years, but after each plan has been implemented, we have felt confident in what has been provided and have been worry-free about anything that may go wrong. We have complete peace of mind financially. He is an excellent advisor, very personable and someone we very enjoy dealing with. I would thoroughly recommend him as a financial adviser. ”
- Phil, July 2016
“David has provided me with excellent investment advice for a number of years. He has a great ability to make the complex sound simple and has been proactive in providing different investment opportunities. I see David as a trusted advisor”
- Ranvir, July 2016
“Dealt with David and Anne on an equity release for my Mothers property. It was a complex case but we were kept up to date at all times and were really happy with the advice and support received.”
- Andrew, April 2019