Summary
INVESTMENT * SAVINGS * PENSIONS * INTRODUCER * INVESTMENT4ALL.CO.UK
David has a wealth of experience as a former Independent Financial Adviser of 23 years.
Also many years in Stockbroking Management as Nominee Company Secretary, Locum Dealer, Office Manager etc.
A mature and experienced listener, David would like to use his knowledge of Investments and contacts to help others.
See under company details.
Website for referral list.
INVESTMENT * SAVINGS * PENSIONS * INTRODUCER * INVESTMENT4ALL.CO.UK
Pre and Post Retirement Planning. Online Portfolio Management.
NEW - Charity Financial Matching Service. Ask me what this is?
Auto-Enrolment, Fixed Fee, Full Service proposition.
Add Investment 4 All to your company, as an additional service proposition.
Writer of Advertorials and Editorials of Financial News and Education for Magazines.
Happy to discuss being your Introducer / Broker / Agent or employee.
Website has all the latest info and referrals list.
David has a wealth of experience as a former Independent Financial Adviser of 23 years.
Also many years in Stockbroking Management as Nominee Company Secretary, Locum Dealer, Office Manager etc.
A mature and experienced listener, David would like to use his knowledge of Investments and contacts to help others.
See under company details.
Website for referral list.
Expertise
INVESTMENT * SAVINGS * PENSIONS * INTRODUCER * INVESTMENT4ALL.CO.UK
Pre and Post Retirement Planning. Online Portfolio Management.
NEW - Charity Financial Matching Service. Ask me what this is?
Auto-Enrolment, Fixed Fee, Full Service proposition.
Add Investment 4 All to your company, as an additional service proposition.
Writer of Advertorials and Editorials of Financial News and Education for Magazines.
Happy to discuss being your Introducer / Broker / Agent or employee.
Website has all the latest info and referrals list.
Experience
-
INVESTMENT 4 ALL
MD
- Current
Qualifications
All Financial Adviser qualifications to January 2013
Clubs and Associations
Federation of Small Businesses member
Four Heatons Traders Association member
Linked In online. Stockport Hour company index.
Magazine Writer on matters of financial news and education
Marketing Stockport member and writer, company index.
RETRAK CHARITY - Nominated Association
Four Heatons Traders Association member
Linked In online. Stockport Hour company index.
Magazine Writer on matters of financial news and education
Marketing Stockport member and writer, company index.
RETRAK CHARITY - Nominated Association
Interests and Hobbies
Married with 2 grown up children, a dog and mother 86.
Wherrit Family history
Heaton Mersey history
Scripophily - the collection of old share certificates
Photography, swimming and dog walking
Wherrit Family history
Heaton Mersey history
Scripophily - the collection of old share certificates
Photography, swimming and dog walking
