David Crabbe Chartered Alibf, Awpetr Email & Phone Number

I have been involved in the Financial Services Sector for over 18 years, starting out as a cashier for Halifax. I gained several promotions throughout my time with Halifax, which lead to me carrying out roles as a Banking Adviser, Business Banking Manager, Mortgage Adviser and my current role as a Financial Adviser.I am a Chartered Associate of LIBF, as well as being a level 6 qualified pension transfer specialist. I enjoy building long lasting relationships with my clients built on mutual trust and through regular contact. I specialise in complex pension, estate planning and investment strategies. I use robust investment processes to maximise client returns, aligned to the intelligent use of Trusts reducing potential Income and Inheritance Tax liabilities, and bringing this all to life, I love using cash flow modelling to help my clients achieve the lifestyle they want.Quilter Financial Advisers ExpertiseQuilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK. We are part of the Quilter Financial Planning network who are wholly owned by Quilter plc, a leading provider of financial advice, investments, and wealth management both in the UK and internationally. Quilter Financial Advisers rebranded from Charles Derby in January 2020.

Listed skills include Mortgage Lending, Strategic Financial Planning, Financial Advisory, Banking, and 42 others.

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  Kennet