David is Director of Forethought Estate Planning and a Partner of True Potential Wealth Management LLP; both businesses complement each other, providing holistic solutions to financial and estate planning needs.
David has worked within the investment & financial services industry for over 20 years in a number of roles from assisting traders at investment banks to clients facing financial advice. With this combined experience, David has advised numerous SME businesses and private clients across the UK. By listening and understanding an individual’s/business’s short and long term goals, David can help individuals to devise financial strategies to create, grow and preserve wealth whilst planning for succession to protect them, their families and their business.
The structured approach, experience and qualifications means that David can help individuals attain long-term protection, financial growth and asset preservation.
This approach has been encapsulated through these services:
– Family and Income Protection
– Business Protection
– Pre & Post Retirement Planning
– Investment Strategy
– Succession Planning for Business Owners
– Business Profit Extraction
– Tax Mitigation
– Estate Planning
– Company Pension Schemes