David Assor

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

For 25 years, I worked for a number of actuarial consulting firms, including Aon, advising companies and occupational pension scheme trustees on all matters pertaining to their pension and employee benefit arrangements. My main roles was as a client relationship manager for a suite of clients in the financial services and utilities sectors, overseeing a team providing actuarial and pensions management support for defined benefit and defined contribution occupational pension arrangements. 

In 2019, I qualified as a financial adviser and worked for a number of smaller, independent firms before joining Quilter at the end of 2025. I particularly enjoy helping clients to identify their goals and working towards achieving them, as well as ensuring they can obtain peace of mind should anything untoward occur on their journey towards reaching their objectives.

Outside of work, I enjoy spending time with my extended family, as well as reading, eating out and going to the theatre, locally and in the West End. I also enjoy watching football, both on television and in person and I have passed on my support of Chelsea to my children, which they used to thank me for!