Senior Financial Planner
David joined Monmouthshire Independent Financial Advisers in May 2005 with 25 years experience in financial services, with the past 15 years in financial planning.
David’s main areas of advice are investments, pensions, savings and inheritance tax planning. He is also qualified to Diploma level having attained his Financial Planning Certificate 1, 2 and 3 together with qualifications in Taxation and Trusts, Savings and Investments, Long Term Care, Equity Release, Mortgages Home Reversion and Group Risk.
