After working with St. James's Place for 6 years, David decided to open Discover Financial Ltd in 2023 backed by the unique and comprehensive proposition of Quilter Financial Planning Ltd to provide the most suitable outcome for his clients.
David's client-centric approach to financial planning is encompassed in his commitment to building long-term trusted relationships with his clients by offering a holistic approach that is specifically tailored to you.
Creating a financial plan is only the first part of discovering the financial future you want as David is a firm believer that robust financial planning is a series of small but equally important decisions you make both now and as your personal circumstances change. David believes that although we can't prevent the unexpected from happening, he can ensure that you are well prepared, offering expert advice to provide financial security to you and your family:
Planning for the retirement you want, Making your hard-earned money work hard for you, Protecting you and your loved ones should the worst happen, Inheritance Tax planning, Mortgage Planning,
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Inheritance Tax Planning is not regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on your mortgage.