David Bull FPFS
David is Chartered Financial Planner & Fellow of the PFS. A passionate advocate of the value of genuinely Independent financial planning and investing, he has spent over 18 years ensuring his clients are ready for their future – avoiding potential threats and able to take advantage of opportunities when they arrive.
He has taken part in industry round-table events on retirement best practice and is frequently praised by his clients for the assistance he has provided and the clear, jargon-free language he uses.
Business owners have a huge variety of financial planning opportunities and threats over their careers. Steering his clients through these ever-changing conditions is one of Davids key roles. Done correctly, the long-term outcomes for the clients & their family can be transformational.
Outside of the office, David is largely kept busy by his daughter Isabella. A long-suffering Arsenal fan, he can also play golf, as long as you promise not to laugh.
23-Nov-2023Theatre 9Financial Planning - Key Considerations for Business Owners