Areas of expertise
Personal financial planning; pre-retirement planning; retirement income strategies; estate planning; employee benefits.
David has a wealth of experience and knowledge in financial planning, heading up the team at Cunningham Coates. His approach to financial planning is to develop long-lasting relationships with his clients in order to understand their personal financial objectives and work with them as their requirements change over time.
His highly personalised planning ensures each client’s diverse financial requirements can be met at each different stage of life.
David’s strategic advice has helped many clients to build, protect and transfer their wealth in a cohesive and efficient manner through the use of appropriate structures and investment in line with their own personal aspirations.
He is also experienced in helping business owners design and implement appropriate benefits schemes for employees, one of which was helping establish a UK-wide retirement advice service for a leading employee benefits firm and another advising a senior executive of a FTSE 100 company on his retirement income and tax strategies.
Diploma from the Personal Finance Society (PFS) and member of the Chartered Insurance Institute (CII).