A Financial Adviser for over 35 years, having started his career with TSB before becoming self- employed as part of the Zurich Advice Network. David joined Tom French & Associates in 2007.
David is qualified to offer a completely independent financial advice service, often but not exclusively dealing with matters of:
• financial protection, including life assurance, income replacement, and critical illness cover
• investments and savings of all kinds, whether orientated towards income, capital growth, or both, long term care funding, inheritance tax planning, long term care funding;
• pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
• Equity release
His clients are throughout the South of England including Cornwall, Devon, Hampshire, West Sussex and as far east as London.
David holds the following qualifications:
• Dip PFS
• Fully qualified with Diploma’s and Certificates covering advice for long term care, retirement/pensions, equity release & lifetime mortgages, tax efficient investments, life, critical illness and income protection;