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A Creative Way Of Thinking About Financial Planning
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David

Lifetime financial planning and generational financial planning really interest me and I enjoy the creative aspects of financial planning, especially generating ideas for clients and helping them put plans in place which will protect their assets for their own use and ultimately for their family. For one family I look after 4 different generations. It is a very rewarding experience and I have clients from all walks of life and all ages with most of my business coming from recommendations.

I have always been involved with Financial Services and have been an Independent Financial Adviser since 2000. I have a broad range of qualifications with the Chartered Insurance Institute (CII) and I am currently taking a wider range of qualifications with the Society for Trust and Estate Practitioners (STEP).

David enjoys the outdoor life especially walking, travel and sailing. He has recently completed several Legs of the 2017/18 Clipper Round the World Yacht Race including a crossing of the Southern Ocean, the Rolex Sydney to Hobart Race and an Atlantic crossing. He now has 18,000 Ocean Racing miles under his belt and is looking to take up future sailing adventures possibly to the Arctic.

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Andie

Andie is a Business Consultancy Manager and fellow of the IMC. She is a key partner in helping the business to develop its business strategy and future direction to ensure we meet with client needs and expectations in what is a fast changing world.