David Wright Email & Phone Number

Abu Dhabi

David has worked both as a tied agent for the Co-operative Insurance Services in the UK and as an Independent Financial Adviser where he was a partner in two brokerages in North West England. Having been UK qualified since 1995, he possesses a sound knowledge of the industry and is widely experienced in providing sound, ethical advice in relation to savings, investments and wealth management. Having qualified and practiced for most of his working life in the UK, he is vastly experienced in practicing within a stringent regulatory framework and meeting with very high standards. He has carried these good practices forward and he takes pride in delivering ‘industry compliant’ comprehensive financial solutions for his clients.

Abu Dhabi

Specialising in Savings, Investments, Retirement Planning, Pensions....incl. SIPPs & QROPS and all aspects of General Insurance.

Qatar

David possesses a wealth of experience in the financial services industry. He specialises in Savings, Investments, Retirement Planning, Income/Mortgage Protection, Key Man Insurance and Life Cover.He has considerable experience in dealing with clients working in the airline, oil and gas industries and he prides himself on the advice and guidance that he provides in relation to his clients circumstances, needs and requirements.

Preston, United Kingdom

David helped to establish a successful independent brokerage in the North West of England. Working as a partner and company secretary, he helped build a comprehensive financial services business that provided a range of products, services and solutions to an extensive and rapidly growing client base. The company placed great emphasis on professional, ethical and regulatory compliant practices that promoted confidence in the marketplace. This was reflected by the value of the AUM which, at the time of his leaving were substantial in relation to the size of the company.

Financial Services - Tied Agent

Ond, Business Studies

Fpc, Financial Services