David has been working in the Financial Services industry since 2005 and advising since 2007. He has the coveted Diploma in Financial planning and is currently working towards Chartered Status.
He originally started with Santander and then later moving on to NatWest before branching out to advise independently.
David believes in providing a personalised service for his clients without using jargon and keeping matters simple.
The main areas of advice David is active in are retirement planning, investment management and Inheritance Tax planning.
Outside of work David enjoys watching Motorsport, playing football but most of all spending time with his family.
We chose the name of 3 companies/individuals from the ‘unbiased’ website and decided that Blacks ...David Perry
I am the lucky owner of a Defined Benefit Scheme with British Steel and whilst following the recent ...Danny Jones
I was in a Company Defined Benefit Pension scheme, but wanted to consider options available to me un ...Client in Brighton
Apart from the courtesy and warm greeting I experience each time I speak or meet you or any of your ...Christian Stanley
It is truism that those who manage others money are the worst at looking after their own. Blackst ...Paul Mc
Vijay Thakkar and Blackstone have helped us with financial planning for 17 years. Over that time ...Ian Scott
Very thorough analysis and very patient with my disorganised choas approach! Thanks for explaining e ...David
We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. ...Adrian Cowley
I have been a client of Vijay Thakkar and Blackstone Moregate for over twenty years. Throughout th ...John Branscombe