David Freke
Director
David is an associate by examination of both the Chartered Insurance Institute and the Personal Finance Society. He also holds the Investment Management Certificate.
David worked for several Major Insurance groups before becoming an Independent Financial Advisor in 2002. He specialises in complex pension and tax planning and Investment work. He is accredited with Resolution, the Law societies collaborative divorce organisation and the University Pension Scheme to give advice on its scheme benefits.
Services
Financial services and wealth management