David Liddle

David Liddle Email and Phone Number

High Net Worth Client Adviser | Mortgage Advice | Protection Advice | Large Loans | Property Portfolio Advice | Buy-to-let | Residential | Bridging | Commercial | Bespoke Advice | Property Coach @ Aetas Partners
David Liddle's Location
London, England, United Kingdom, United Kingdom
David Liddle's Contact Details

David Liddle personal email

n/a
About David Liddle

I have worked in the financial services industry for almost 25 years and am driven by a passion for problem solving and designing bespoke client solutions. My keen eye for detail combined with lateral thinking offers clients tremendous value when they are seeking solutions to achieve their financial and lifestyle goals.I am a married father of two. I am an enthusiastic outdoor adventure sports enthusiast, ultra marathon runner and cyclist. I am actively involved in The Scouts at local, county and national level, empowering young people to make a positive contribution to the world.

David Liddle's Current Company Details
Aetas Partners

Aetas Partners

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High Net Worth Client Adviser | Mortgage Advice | Protection Advice | Large Loans | Property Portfolio Advice | Buy-to-let | Residential | Bridging | Commercial | Bespoke Advice | Property Coach
David Liddle Work Experience Details
  • Aetas Partners
    Ambassador
    Aetas Partners Jan 2024 - Present
  • Liddle Perrett Ltd
    Founder
    Liddle Perrett Ltd Jan 2010 - Present
    Www.Liddleperrett.Com
    We use our 30 years combined experience to personally coordinate your mortgage from start to finish, ensuring everything runs smoothly, from finding you the right mortgage to completing the paperwork.Our experience in the mortgage market is matched only by our dedication to helping our clients. Whether you're buying your first home, moving to a new home, remortgaging your existing home or looking to build a property portfolio, we will scour the thousands of mortgage solutions available to find the mortgage that best suits your personal needs and circumstances. Whether you're moving up, down or onto the property ladder, we can help.Our team is equipped with the expertise that aims to offer you the best possible advice and pool of knowledge that is dedicated to finding the right mortgage for each and every client, and because we work so hard to find you the best mortgage, we feel a bit protective. That's just one of the reasons why we also offer mortgage protection.We want to make sure you're protected against the unexpected things life can throw at you. If a twist of fate leaves you without a job, with an illness, disability, or worse, we want to make sure you have peace of mind that your home and family will be protected and looked after. We offer Life Cover and Critical Illness Cover, as well as Buildings and Contents Insurance
  • Collaboration Global
    Collaborator
    Collaboration Global May 2018 - Present
    London
    Together we are instrumental in creating collaborations that in some large or small part can and do change our world. We Connect Collaborate and Grow! This community works to build and develop strategies that help collaborations to success by providing a safe space for abundant thinking and practical solutions to bring a project to fruition.
  • Identity Resource
    Operations Director
    Identity Resource Jun 2020 - Oct 2023
    Chelmsford, England, United Kingdom
    Identity Resource is a community that provides its members with the tools required to become the best version of themselves personally and professionally.
  • Hawkhurst Alternative Investments
    Operations Director
    Hawkhurst Alternative Investments Apr 2013 - Oct 2023
    Www.Hawkhurstai.Com
    Together the Hawkhurst Alternative Investments team has over 30 years of financial experience to dedicate to its clients, investing all of our knowledge into every single one of your investments.We thoroughly research every investment that we offer to our clients, examining its potential for profit and diligently researching every area of every company or project before we recommend them. We investigate the realistic potential yield of every investment, looking into the assumptions that make up the projected returns before we make an independent unbiased decision on the potential performance of any investment we suggest to a client.When it comes to ethical and responsible investments we follow exactly the same process with exactly the same high level of diligence. A responsible investment is still an investment and therefore has to make good business sense. However, such investments also have another side to them. We understand that more and more people feel strongly about responsible investments, and as a company we do, so we are constantly scouring the market to give our clients even more opportunities to grow their wealth responsibly with investments that make good financial sense.At Hawkhurst Alternative Investments, our clients are important to us. We want to be able to give them regular updates, assess their investment returns regularly and help them manage their investments and future wealth wisely. To that end, it is essential that our clients are always honest with us about their financial position, are happy to complete a pre requisite financial fact finder questionnaire and be prepared to openly discuss their financial history and current financial situation, as well as their future goals and aspirations.
  • Will Protect Ltd
    Operations Director
    Will Protect Ltd Apr 2012 - Oct 2023
    Www.Willprotect.Co.Uk
    The Will Protect team combines specialist skills from across the entire legal spectrum to ensure that our clients are exceptionally well represented and their requirements fully met. We pride ourselves on providing something extra for our clients. Alongside legal tasks being handled with minimal fuss, we find ways for clients to further benefit from our expertise.We can...- Mitigate inheritance tax- Manage your estate, providing the most for your loved ones- Minimise your tax bill within HMRC regulations and guidelines- Remove the stress from buying and selling property- Reduce the chance of costly legal disputes for your business
  • Quantum Money Ltd
    Founder / Director
    Quantum Money Ltd Oct 2005 - Jan 2010
    London
    Award winning Mortgage & Protection Broker
  • Censeo Financial
    Sales Manager
    Censeo Financial Jan 2008 - Oct 2009
    London, United Kingdom
    Award winning Mortgage & Protection Broker. Censeo was setup as a JV between a leading IFA and Mortgage brokerage to target the shared ownership market. Censeo currently provides advice on mortgages and related products for the prospective and current clients of a number of leading housing associations and developers.Role included; Writing and implementing housing association sales processManaging relationships with housing association sales teamsFS staff training & managementProcess delivery
  • Quantum Financial Consulting Ltd
    Financial Adviser
    Quantum Financial Consulting Ltd Jan 2001 - Oct 2005
    London
    Financial Adviser
  • City Financial Partners Ltd
    Financial Adviser
    City Financial Partners Ltd Sep 1997 - Jan 2001
    London
    Financial Adviser
  • Zeneca Agrochemicals
    Industrial Trainee
    Zeneca Agrochemicals 1995 - 1997
    Jealott’S Hill International Research Centre
    Worked running an EU funded study into the in-situ subsoil degradation of 2,4-Dichlorophenoxyacetic acid (usually called 2,4-D). Study run in practical field site and in a GLP lab facility.

David Liddle Skills

Financial Services Income Protection Investments New Business Development Inheritance Tax Planning Wealth Management Business Strategy Banking Financial Planning Strategic Financial Planning Strategic Planning Business Development Financial Advisory Critical Illness Portfolio Management Residential Mortgages Pensions Negotiation Change Management Customer Service Mortgage Lending Risk Management Retirement Planning Funding Strategy Credit Project Management Management Consulting Wealth Account Management Asset Management Commercial Mortgages Insurance Coaching Event Management Start Ups Investment Strategies Small Business Scout Leadership Paraglider Pilot

David Liddle Education Details

Frequently Asked Questions about David Liddle

What company does David Liddle work for?

David Liddle works for Aetas Partners

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

David Liddle's current role is High Net Worth Client Adviser | Mortgage Advice | Protection Advice | Large Loans | Property Portfolio Advice | Buy-to-let | Residential | Bridging | Commercial | Bespoke Advice | Property Coach.

What is David Liddle's email address?

David Liddle's email address is d.****@****s.co.uk

What schools did David Liddle attend?

David Liddle attended University Of Greenwich, Desborough School, Holyport Primary School, Juniper Green Primary School.

What skills is David Liddle known for?

David Liddle has skills like Financial Services, Income Protection, Investments, New Business Development, Inheritance Tax Planning, Wealth Management, Business Strategy, Banking, Financial Planning, Strategic Financial Planning, Strategic Planning, Business Development.

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