David Barkley

David Barkley Email and Phone Number

Practice Principal Partner at West Surrey Financial Services @ Openwork Ltd
David Barkley's Location
Camberley, England, United Kingdom, United Kingdom
About David Barkley

David Barkley is a Practice Principal Partner at West Surrey Financial Services at Openwork Ltd. He possess expertise in estate planning, strategic financial planning, financial advisory, management, critical illness and 11 more skills.

David Barkley's Current Company Details
Openwork Ltd

Openwork Ltd

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Practice Principal Partner at West Surrey Financial Services
David Barkley Work Experience Details
  • West Surrey Financial Services
    Practice Principal Partner
    West Surrey Financial Services Jun 2000 - Present
    Full range of financial planning but specialising in Pensions and Investments as I have a Fully Regulated Diploma in Financial Advice
  • Openwork Ltd
    Financial Adviser
    Openwork Ltd Jun 1982 - Present
    Offered financial advice to a wide ranging client base
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  • Pearl
    Assistant Manager
    Pearl Jul 1969 - Jun 1982
    Increasing sales on all agents areas
  • Sun Life Assurance
    Agency Clerk
    Sun Life Assurance Jun 1967 - Jun 1969
    Advising all the sales team of new qualifiers in accountancy to offer them agencies

David Barkley Skills

Estate Planning Strategic Financial Planning Financial Advisory Management Critical Illness Investments Relationship Management Inheritance Tax Planning Pensions Fixed Annuities Retirement Investment Advisory Income Protection Wealth Retirement Planning Wealth Management

David Barkley Education Details

  • De Brome
    De Brome
  • De Brome
    De Brome

Frequently Asked Questions about David Barkley

What company does David Barkley work for?

David Barkley works for Openwork Ltd

What is David Barkley's role at the current company?

David Barkley's current role is Practice Principal Partner at West Surrey Financial Services.

What schools did David Barkley attend?

David Barkley attended De Brome, De Brome.

What skills is David Barkley known for?

David Barkley has skills like Estate Planning, Strategic Financial Planning, Financial Advisory, Management, Critical Illness, Investments, Relationship Management, Inheritance Tax Planning, Pensions, Fixed Annuities, Retirement, Investment Advisory.

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