David Wallis-Powell

David Wallis-Powell Email and Phone Number

Director at Scottsdale Overseas @ Scottsdale Overseas
campos del rio, murcia, spain
David Wallis-Powell's Location
Greater Murcia Metropolitan Area, Spain
David Wallis-Powell's Contact Details

David Wallis-Powell work email

David Wallis-Powell personal email

n/a
About David Wallis-Powell

David has always insisted that effective financial planning starts and finishes with the personal relationship between adviser and client. Only through regular face to face contact can the necessary rapport be established to ensure that advice is individual to each and every client. Having entered Financial Services in 1998, David specialises in tax planning and investments. He has a wealth of experience in advising clients and in training other financial advisers. Along with his co-directors, he aims to ensure that Scottsdale Overseas is the premier provider of face-to-face financial advice in Spain.Specialties: Investment adviceTax mitigation and Inheritance Tax planningPension reviews and overseas pension arrangements

David Wallis-Powell's Current Company Details
Scottsdale Overseas

Scottsdale Overseas

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Director at Scottsdale Overseas
campos del rio, murcia, spain
Website:
scottsdaleoverseas.com
Employees:
4
David Wallis-Powell Work Experience Details
  • Scottsdale Overseas
    Managing Director
    Scottsdale Overseas Jan 2011 - Present
    Murcia Area, Spain
    One of the founders of Scottsdale Overseas Providing technical and business support to Scottsdale's growing team of Independent Financial Advisers.Personally provides a Holistic Financial Planning service to a select group of clients.Particularly enjoys providing Inheritance Tax planning
    View
  • Blacktower Financial Management
    International Financial Planner
    Blacktower Financial Management Dec 2008 - Jan 2011
    View
  • Offshore Money Managers Cds Sl
    Appointed Representative
    Offshore Money Managers Cds Sl Oct 2005 - Dec 2008
    View
  • Skipton Financial Services
    Senior Independent Financial Adviser
    Skipton Financial Services 1999 - 2003
    Leeds, United Kingdom
    View
  • Halifax
    Financial Adviser
    Halifax Jan 1997 - Jan 1999
    Bury, Greater Manchester, United Kingdom
    View

David Wallis-Powell Skills

Financial Advisory Pensions Investments Retirement Planning Inheritance Tax Planning Strategic Financial Planning Financial Services Financial Planning Private Equity Wealth Management Income Protection Trusts Protection Retirement Investment Advisory Alternative Investments Investment Strategies Wealth Management Services Asset Allocation Wealth Wealth Accumulation Financial Planners Savings High Net Worth Individuals Investment Management Estate Planning Critical Illness Funding Mutual Funds Financial Advice

David Wallis-Powell Education Details

Frequently Asked Questions about David Wallis-Powell

What company does David Wallis-Powell work for?

David Wallis-Powell works for Scottsdale Overseas

What is David Wallis-Powell's role at the current company?

David Wallis-Powell's current role is Director at Scottsdale Overseas.

What is David Wallis-Powell's email address?

David Wallis-Powell's email address is d.****@****ifa.com

What schools did David Wallis-Powell attend?

David Wallis-Powell attended Leeds Metropolitan University, Hugh Baird University Centre, Formby Range High.

What are some of David Wallis-Powell's interests?

David Wallis-Powell has interest in Friends And Family.

What skills is David Wallis-Powell known for?

David Wallis-Powell has skills like Financial Advisory, Pensions, Investments, Retirement Planning, Inheritance Tax Planning, Strategic Financial Planning, Financial Services, Financial Planning, Private Equity, Wealth Management, Income Protection, Trusts.

Who are David Wallis-Powell's colleagues?

David Wallis-Powell's colleagues are Brian White.

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