David Watson |
 |
Name: | David Watson |
| Position: |
Consultant | |
| Team: | Private Client |
David is a member of the private client team and provides advice on all aspects of financial planning. He has particular experience with investment portfolios for those who have retired or are near retirement and is also interested in inheritance tax issues.
Career History:
After gaining a degree in Management Science and Computer Science, David trained to be an independent financial adviser. His first advisory role was in 2002 in the City where he concentrated on consolidating and rebalancing investment portfolios. He has specialised in investments for retired clients and holds the CF8 qualification for Long Term Care.
Phone us on 020 7709 5560 or complete the online contact form
