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David joined Perspective (South East) Ltd as Chartered Financial Adviser in 2021 from an acquisition.

David became a Financial Adviser in his mid-twenties in March 1988, working for a large UK insurer alongside his father in Canterbury. There were some short spells with other providers, a Bank and IFAs before establishing his own firm in May 2002, which has always had a strong emphasis on a high level of ongoing service.

When the Chartered Insurance Institute introduced Chartered status for financial advisers in 2005, David was one of several hundred IFAs sufficiently qualified to be given the Chartered Financial Planner title at the launch. Over the last 33 years David has experienced a wide range of economic and trading conditions, advising both personal and corporate clients. Most recently, focussing on personal financial planning and investment advice to UK families.

 

 

 

Other contacts

Samuel Wright FPFS

Director, Chartered Financial Planner

Mark Taylor, APFS

Director, Chartered Financial Planner

Mark Cashmore DipPFS

Financial Planning Consultant

Registered in England and Wales No: 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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