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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

Let’s work together to see how professional financial advice could benefit you.
Contact me today

An adviser’s insight

Graphic of people in a meeting discussing the value of advice

Financial advice is about more than managing money

When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.

More support than many people realise

More support than many people realise

New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.

As an adviser, I may be able to help with:

  • retirement planning
  • tax planning opportunities
  • pension consolidation
  • estate and legacy planning
  • financial planning through major life events
  • managing investments through changing market conditions.

Building confidence in your financial future

Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.

If we work together, I can help you:

  • gain clarity over your options
  • understand opportunities available to you
  • stay focused on long-term goals
  • build a clear financial plan
  • make informed decisions with confidence.

If this sounds good to you, please get in touch.

 

Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.

Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026

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.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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 Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.