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David Waters

Financial Planning Consultant

A little bit about David

David is an experienced and qualified finance professional. With experience in the financial services industry since 2005, he has gained expertise in managing and growing strong client relationships. He has built his career on holistic client reviews leading to bespoke financial planning & advice. Having worked for Barclays Premier Banking as a Relationship Manager for much of his earlier career, David has always followed a client centric ethical approach, coupled with an outstanding service proposition, placing the client at the heart of everything he does.

David works closely with professionals, senior level employees, business owners and entrepreneurs, to help them achieve their financial goals over the medium to long term. He has built up a wealth of experience helping clients across a range of complex incomes and thrives on building genuine and meaningful relationships. His key areas of advice include tax efficient investments, general investments, pensions & retirement planning, protection, and insurance solutions.

David is an associate member (ACSI) of the Chartered Institute of Securities and Investments (CISI). His qualifications include Investment Advice Diploma (DipIA) Certificate in Mortgage Advice and Practice (CeMAP) Certificate in Paraplanning, Certificate in Retail & Digital Banking.

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Qualifications

  • ACSI, DipIA, CeMAP

David can help you with

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

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.

General Insurance

Home contents insurance, buildings insurance.

The Financial Conduct Authority does not regulate tax planning, inheritance tax planning, estate 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.