Personal Information
Organización/Lugar de trabajo
Edinburgh, Scotland United Kingdom
Sitio web
www.acumen.info/financial/financial.html
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David has been in Financial Services for several years now. During his career he has provided consultation services to individuals including medical consultants and company directors advising them on how to improve upon achieving their objectives and promoting efficient fund management.
He is passionate about the need to evolve the financial services industry into a profession. In particular, he is an advocate of the need for clients to receive impartial fee based advice as they become older, wealthier and their affairs become more complex.
David has contributed articles to journals with the emphasis on his beliefs of mitigating tax, protecting human capital and diverse multi asset cla
Etiquetas
edinburgh
low
passive
planning
isas
endowments
income
finance
limited
investing
protection
retirement
pensions
independent
advice
wrap
cost
investments
financial
company
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