Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
David is a fully qualified financial adviser with over thirty years’ experience in the finance and banking industries, across investments, pensions and tax-planning. He has spent many years advising non-UK residents and other offshore-based clients on their affairs and is particularly experienced in this area. David joined the team at Arch Financial Planning Limited (now trading as Flying Colours Surrey) in 2014. His home is in Devon and his interests extend to involvement as a trustee for charities in the heritage and voluntary sectors.
David offers the following areas of advice: