Braintree
David has almost 35 years of experience in financial services, with 25 years of those providing advice direct to the public. His career in financial services started in 1988 with Friends Life and in 1998, David made the move to become a financial advisor. David has worked with firms of accountants in London and national firms of Independent Advisors.
David advises on all aspects of financial planning (including pensions, investments, and tax planning) and deals with a diverse array of clients, from self-employed and owner-managed businesses to partners and directors of larger enterprises, as well as a number of trusts. A number of David’s clients have been with him for over 20 years, through the sales of businesses, and into retirement. David will often have been the trusted financial advisor for multiple generations of families.
David is a keen cyclist and skier and lives in Essex with his wife, children and dog.
The Financial Conduct Authority does not regulate taxation and trust advice.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
