David Dunning - Independent Financial Adviser - Hull
Qualifications
Chartered Insurance Institute: Financial Planning Certificate
- Associate of Chartered Insurance Institute
- Advanced Financial Planning Certificate
- G10 Taxation & Trusts
- G20 Personal Investment Planning
Experience
David has over 20 years of experience as an Independent Financial Adviser. David has specialist qualifications in investment planning, taxation and trusts. David has concentrated on building long term client relationships delivering a bespoke advisory service for both our corporate and individual clients. David has also worked over a long period with professional connections, enhancing the range of services they can offer and ensuring they meet their duty of care to their clients.
David's expertise extends on both an individual and corporate level into investment, pensions, wealth and asset protection, inheritance tax planning, employee benefits and retirement planning.
Specialisation
Investment Planning, Inheritance Tax Planning, SIPPs, Retirement Planning, Retirement Options, Pensions & Divorce, Trustee Investment, Working with professional connections.