Working within the Financial Services industry for nearly 30 years, David has been an appointed representative of Abbey Life, Royal Sun Alliance and Sage Financial Services, before becoming directly authorised in 2000, and joining Parkgate FS in 2013. Qualified to advise on Mortgages, Protection and Equity Release, David has established a client base of customers who have come to expect and receive a professional service.
David’s impressive knowledge of the mortgage and protection market continues to ensure that his clients are provided with the most suitable products every time. His experience and expertise have enabled him to build strong relationships with clients, emphasising the quality of his professional approach to all business matters. David prides himself on delivering an excellent service for his clients ensuring that they are well looked after through every stage of the financial planning process, firmly believing in the empathetic and emotional side of the process as much as the facts and financials.
David holds the Financial Planning Certificate, as well as being qualified to advise on Mortgages and Equity Release plans. His experience lies mainly in acquiring the most suitable mortgage and associated life assurance for his clients, as well as researching Equity Release options for his later life clients.
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