Summary

INVESTMENT * SAVINGS * PENSIONS * INTRODUCER * INVESTMENT4ALL.CO.UK

David has a wealth of experience as a former Independent Financial Adviser of 23 years.
Also many years in Stockbroking Management as Nominee Company Secretary, Locum Dealer, Office Manager etc.
A mature and experienced listener, David would like to use his knowledge of Investments and contacts to help others.

See under company details.
Website for referral list.

Expertise


INVESTMENT * SAVINGS * PENSIONS * INTRODUCER * INVESTMENT4ALL.CO.UK

Pre and Post Retirement Planning. Online Portfolio Management.
NEW - Charity Financial Matching Service. Ask me what this is?
Auto-Enrolment, Fixed Fee, Full Service proposition.
Add Investment 4 All to your company, as an additional service proposition.
Writer of Advertorials and Editorials of Financial News and Education for Magazines.
Happy to discuss being your Introducer / Broker / Agent or employee.
Website has all the latest info and referrals list.

Experience

  • INVESTMENT 4 ALL

    MD
    - Current

Qualifications

All Financial Adviser qualifications to January 2013

Clubs and Associations

Federation of Small Businesses member

Four Heatons Traders Association member

Linked In online. Stockport Hour company index.

Magazine Writer on matters of financial news and education

Marketing Stockport member and writer, company index.

RETRAK CHARITY - Nominated Association

Interests and Hobbies

Married with 2 grown up children, a dog and mother 86.
Wherrit Family history
Heaton Mersey history
Scripophily - the collection of old share certificates
Photography, swimming and dog walking

Email David

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