David Mckendrick work email
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David Mckendrick personal email
David Mckendrick is a Partner and Chartered Financial Planner at Equilibrium Financial Planning LLP. He possess expertise in wealth management, pensions, retirement planning, financial advisory, investment strategies and 17 more skills. Colleagues describe him as "Many thanks for your recent efforts to transfer my pension. It was clear that you understood my reasons for the transfer and these were reflected in the subsequent conversations and reports that clearly identified the pros/cons and what could be expected. Although it was a prolonged process, the outcome was one that I fully understood and could make an informed decision. The fact that you undertook all the necessary communications with all parties and completed the transfer without subsequent delays was also much appreciated." and "I recently went through the process of transferring out of my old company pension scheme. David & Rob Ellis at Equilibrium provided an excellent & honest service from start to finish. Every step, in the extremely in-depth process, was explained to me in great detail. If you're currently considering your pension options, speak to Equilibrium."
Equilibrium Financial Planning Llp
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Partner And Chartered Financial PlannerEquilibrium Financial Planning LlpWilmslow, Gb
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Partner & Chartered Financial PlannerEquilibrium Financial Planning Llp Sep 2013 - PresentEquilibrium is the award winning Chartered wealth management company that offers a genuinely personalised financial planning and investment management service, giving clients confidence now and in the future. Since 1995, Equilibrium has been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. Going beyond just providing advice on investments, we develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed. Recently named as the fifth best small company to work for by The Sunday Times in 2017, Equilibrium was the highest-ranking wealth management company in the UK-wide list and the only North West based firm in the top 20. Headquartered in Wilmslow, Cheshire, we oversee more than £650 million worth of assets and are committed to delivering an exceptional service to all our clients. We also have an office in Chester
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Director And Chartered Financial PlannerRpg Financial Planning Mar 2005 - Aug 2013
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ConsultantAviva Uk 1999 - 2005
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ParaplannerThe Elwy Partnership Aug 1996 - Sep 1999
David Mckendrick Skills
David Mckendrick Education Details
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The University Of ManchesterComputer Science -
Prestatyn High School
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Mosshead Primary School
Frequently Asked Questions about David Mckendrick
What company does David Mckendrick work for?
David Mckendrick works for Equilibrium Financial Planning Llp
What is David Mckendrick's role at the current company?
David Mckendrick's current role is Partner and Chartered Financial Planner.
What is David Mckendrick's email address?
David Mckendrick's email address is dm****@****g.co.uk
What schools did David Mckendrick attend?
David Mckendrick attended The University Of Manchester, Prestatyn High School, Mosshead Primary School.
What skills is David Mckendrick known for?
David Mckendrick has skills like Wealth Management, Pensions, Retirement Planning, Financial Advisory, Investment Strategies, Investments, Wealth, Financial Services, Investment Management, Financial Planning, Estate Planning, Inheritance Tax Planning.
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