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Recruitment Other Opportunities

David Evans - Consultant - Bristol

Qualifications

Chartered Insurance Institute:

  • Financial Planning Certificate

Experience

David has worked in financial services since 1987 originally working for Abbey Life and then Hill Samuel before becoming an IFA in 1992 working within the affinity group market.

He has continued to work with organisations such as Nestle, Dupont, Avon and Somerset police and The National Association of Head Teachers. David specialises in investments, inheritance tax planning and tax advice as well as all other aspects of financial services.

Specialisation

Investments and IHT Planning.

The FSA does not regulate some forms of Inheritance Tax Planning.

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