David Fleet

Director

Biography / Experience

David has worked in the Financial Services industry since 1993 becoming an IFA in 2002. His expertise revolves around lump sum investments, constructing and monitoring client portfolios in appropriately risked environments either as personal portfolios in ISAs, direct investments or onshore/offshore bonds or in individual pension arrangements. He also advises on inheritance tax planning and protection for clients.

Examples Include

Helping a divorcee with no previous investment experience to construct an appropriate, diversified portfolio of investments generating her required income level following a significant divorce settlement at a very challenging personal time.

Helping the surviving spouse and family members deal with a sizeable estate following the passsing of a client at a very stressful time for all involved.

Planning for IHT mitigation for an elderly client using easy to understand trusts and alternative investments.

Personal Interests

David is interested in most sports – both playing and watching. Golf, racketball, football, running, cricket, cycling, hill-walking, rugby, snooker – you get the idea! Travel and spending time with his family are also very important to him.

Personal Comment

“People are paramount in our profession. The trust between client and adviser is crucial. Advice must always be appropriate, clear for the client to understand and delivered for a fair, transparent cost. This will lead to long-term business relationships. People make our business healthy – both in terms of clients and the quality individuals within the firm.”

I have found David and his company to be everything I want in a financial adviser - trustworthy, responsive and confidential. They are experts in their financial field, but also know how to get on with people and reassure you that they have your best interests at heart. I am provided with updates on my investments as regularly and in as much detail as I wish, and I'm always impressed with how David knows how to make life that little bit easier for me. Without question, I would recommend them.

Simon Grove