David Joined Perspective (North East) Ltd in April 2024 as a Financial Planner.
David has worked in the financial services industry for nearly 20 years before achieving his goal of becoming a financial planner.
David enjoys many aspects of his role and especially enjoys building relationships with his clients and helping them to achieve their long-term financial goals.
David is dedicated to delivering an enjoyable experience for his clients.
Outside of work, David enjoys working out. He also enjoys watching most sports and listening to music from a variety of genres.
Based
Regency House
51 Coniscliffe Road
Darlington
County Durham
DL3 7EH
Telephone: 01325 289400
Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.
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We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123
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