David Butler

APFS Certs CII (MP & ER)
Wealth Planner

As one of the most highly qualified financial planners in the UK, David helps clients plan for and achieve their retirement lifestyle ambitions. Combining old fashioned relationship value with wealth planning expertise and the right technology helps clients understand their current and future financial position and to get the best out of their money.

David is a Chartered Financial Planner and a member of the Society of Later Life Advisers (SOLLA). His qualifications include APFS and Certs CII (MP & ER).

02392 375 522 / 07816 509 493

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