David Crabbe
Chartered Financial Planning Consultant, Adv DipFA,Chartered ALFBF,AwPETR in Maidenhead
A little bit about David
David is based in Maidenhead, Berkshire and has been working in financial services for over 20 years. David is passionate about providing clients with the appropriate financial peace of mind they seek to live their best lives.
Start the conversation
Whether you want help getting your pension in a good place, or to ask me about another financial need you might have, I’m here to help.
Contact me today
An adviser’s insight
How can you boost your pension pot?
In the UK, there’s an estimated £26.6bn1 in lost or forgotten pensions. That means the average UK worker is missing as much as £28k2 from their retirement money. But there’s good news - this kind of financial hit is completely avoidable.
Here are three simple ways to make sure your pension is working its hardest for you.
1. Check up on it
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
2. Look at your investment allocation
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
3. Bump it up
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early.
If that sounds good to you, please get in touch.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.
2 Source: https://www.hrmagazine.co.uk/content/news/average-uk-worker-has-28-000-in-unclaimed-pensions
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications
Diploma for Financial Advisers
- The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.
Level 6 Diploma in Financial Advice
- The Level 6 Advanced Diploma in Financial Advice builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Chartered Associate of London Foundation of Banking & Finance
- 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the Advanced Diploma course, 3 years of industry experience is also required before status can be awarded.
Level 6 Pension Transfers
- This module provides expertise on pension transfers and builds practical skills so that advisers can excel when making recommendations.
Testimonials
You can read more client reviews on Vouchedfor.
Kevin and Helen
After a considerable amount of research, including consulting the Vouchedfor guide to the top 150 financial advisors, we decided to contact David Crabbe. Our first contact was via phone and proved to be extremely informative. On the basis of this conversation we arranged to formally meet to discuss our financial position and future needs. David proved to be very professional, personable and thorough, he invested a significant amount of time to fully understand our financial position, future pension needs and appetite for risk. At the time of writing we have had several meetings with David and have developed a number of investment options. During a relatively short period of time we have already financially benefited from David's advice. In addition, his financial planning model has given us confidence to make difficult decisions re our retirement plans and future financial security. David sets the bar very high re service provision and we have no hesitation in recommending his services.
Eric and Pam
We would like to recommend David Crabbe, financial adviser, with Quilter Financial Advisers.
We have been dealing with David for over ten years and in that time he has always dealt with us in both a friendly and professional manner. He is very good at explaining how your money can be managed so that you can get the best out of it to suit your required lifestyle. We would definitely recommend him.
Location
David Crabbe's location
David is located in Maidenhead, Berkshire and offers expert financial advice to suit your needs.
More about me
David holds numerous advanced financial planning qualifications and is licensed to advise on all aspects of financial planning from savings & investments to pensions and retirement planning. David enjoys building long lasting relationships with his clients built on mutual trust and through regular contact. He specialises in complex pension, estate planning and investment strategies. To bring this all to life, David loves using cash flow modelling to help his clients achieve the lifestyle they want.
Outside of work, David's priority is spending time with his young family. He also enjoy triathlons, football, golf and cricket.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.