David JonesDipPFS
Financial Planner
An independent financial adviser since 2018, David is passionate about helping his clients make sense of their financial arrangements and to actively plan for the day when they can achieve true financial freedom.
About
With over 25 years’ experience in financial services, David had worked for some of the largest financial service providers in the UK. David believes in delivering excellent service for his clients ensuring that they are well looked after through access to the Parkgate team and resources to ensure the best possible outcome. David most enjoys getting to know his clients and truly understanding what they want from their life plan and then helping them to make it a reality.
Qualifications
Level 4 Diploma. His experience and expertise are in planning for retirement and comprehensive lifetime financial planning.
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Neston Road
Thornton Hough
Wirral
CH63 1JF