David is the Founder and Managing Director of Pool House Advisers and has been in the Financial Service Industry for more than 30 years, working as an Independent Financial Adviser for 18 years.
He specialises in dealing with SME’s / Owner managed businesses advising on a range of taxation and technical issues. He works closely with Accountants and Solicitors in providing a bespoke service to his clients.
He is a member of the firm’s investment committee making key decisions in managing clients investments on their designated platform.
David also acts as a Professional Trustee and Adviser to clients with Small Self Administered Schemes, (SSAS) specialising in Commercial Property Purchase and flexible benefits of such schemes.
David has the following qualifications:-
- Diploma in Financial Planning
- G60 – Pensions Specialist
The FCA requires that all Retail Investment Advisers now hold a Statement of Professional Standing (SPS). This confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities that they undertake and has completed appropriate CPD (continued professional development) you can view David’s certificate in the link below –