David Floyd Email & Phone Number

Leading a team of WOM IFA’s to deliver for their clients and excel professionally. Covering the Midlands area.

Working with Senior Managers and Independent Financial Advisers providing development, coaching and support to enable them to achieve their highest potential, in terms of sales skills, supervision skills and technical knowledge.

Southwest Of England

Area Manager providing leadership and supervision to a team of highly skilled Financial Advisers who specialise in Defined Benefits advice on behalf of Aviva.Working to develop a new advice proposition including propositional development. With business development focus on digital and workplace optimisation to increase profitability.

South West Of England

Financial Adviser with an "At Retirement" focus. Helping clients plan for a successful retirement.

Working as part of the Specialist Advice team carrying out reviews of new business and historic customer advice. Assessing suitability and the delivery of fair and consistent customer outcomes.

Subject Matter Expert and the first point of contact for Advisers and their Line Managers, providing a range of technical and practical advice to support the Advice Process in a high-quality needs based service to Private and Corporate clients, with multiple or complex needs, by interpreting and applying advice guidelines and preparing the suitability reports for presentation to the client.

Providing high quality advice to both businesses and high net worth individuals with investments, pensions & protection advice. With the additional focus of Pensions, Director share purchase, Partnership Protection, Key Person cover and liability protection for businesses.

I provided detailed Financial Planning Advice to Retail Bank customers holistically from a Select choice panel. Dealing with high net worth clients through introductions from the Premier Bank, networking, and retail and corporate banking channels.Working with private individuals and smaller business clients I was advising on a full range of financial planning areas and tailoring my advice to provide detailed review to my clients. Specialising in retail client investments, pensions and protection.