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David Crabbe

Chartered Financial Planning Consultant, Adv DipFA,Chartered ALFBF,AwPETR in Maidenhead

A little bit about David

I am based in Maidenhead, Berkshire, and have been working in financial services for more than 20 years. I am passionate about providing clients with the appropriate financial peace of mind they seek to live their best lives.

Find out more about me below.

Start the conversation

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

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

  • Maidenhead
    Berkshire
    SL6
    United Kingdom
David Crabbe's location

David is located in Maidenhead, Berkshire and offers expert financial advice to suit your needs.

David Crabbe's location

More about me

I hold numerous advanced financial planning qualifications and am licensed to advise on all aspects of financial planning, from savings and investments to pensions and retirement planning.
 
 I enjoy building long-lasting relationships with my clients built on mutual trust and through regular contact. I specialise in complex pension, estate planning, and investment strategies. To bring this all to life, I love using cash flow modelling to help my clients achieve the lifestyle they want.
 
Outside of work, my priority is spending time with my young family. I 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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.