David Berry

David Berry Email and Phone Number

Regional Manager & Financial Adviser at Perspective North East @ Perspective (North East) Ltd
newcastle upon tyne, newcastle upon tyne, united kingdom
David Berry's Location
Greater Leeds Area, United Kingdom
David Berry's Contact Details

David Berry personal email

n/a
About David Berry

Qualified Financial Adviser. Specialising in reviewing and managing pensions and investments.Specialties: Pensions & Investments advice in West Yorkshire.Helping clients to retire more comfortably. Providing regular updates on clients investments helping to improve fund performance & save tax.

David Berry's Current Company Details
Perspective (North East) Ltd

Perspective (North East) Ltd

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Regional Manager & Financial Adviser at Perspective North East
newcastle upon tyne, newcastle upon tyne, united kingdom
Employees:
25
David Berry Work Experience Details
  • Perspective (North East) Ltd
    Regional Manager And Financial Adviser
    Perspective (North East) Ltd Aug 2024 - Present
    Leeds, England, United Kingdom
  • Argentis Financial Planning
    Regional Manager - North & Financial Planner
    Argentis Financial Planning Nov 2015 - Aug 2024
  • Arthur J. Gallagher & Co.
    Financial Planner
    Arthur J. Gallagher & Co. Nov 2015 - Dec 2020
    Leeds & Wakefield
    Providing Holistic financial advice to clients. Helping them to understand their current financial situation and providing them with an insight into their future. Ensuring that pensions and investments are managed effectively, helping them to achieve their financial goals and mitigating risks.
  • Bhp Financial Planning Limited
    Independent Financial Adviser
    Bhp Financial Planning Limited Jun 2011 - Nov 2015
    Headingley, Leeds, Ls6 3Aw
    Pensions & Investment Planning. Independent Financial Advice. Income Protection, Life & Critical Illness Insurance. Divorce and Family Law financial advice.
  • Ilkley Financial Services
    Financial Adviser - Specialising In Pensions & Investment Advice
    Ilkley Financial Services Nov 2009 - Jun 2011
    Financial Adviser specialising in pension and investment advice. Helping people to get more from the investments they have and retire more comfortably without having to spend more money now!!
  • Elland Road Financial Solutions
    Financial Adviser - Advising On Pensions, Investments & Mortgages
    Elland Road Financial Solutions Mar 2004 - Nov 2009
    Providing personal and business financial advice. Specialising in Pensions, investments, mortgage and insurance advice.
  • Hunters Estate Agents
    Sales Negotiator
    Hunters Estate Agents Dec 2002 - Mar 2004
    Negotiating the sales of apartments and houses in a busy Leeds city centre estate agency.
  • Japan Exchange & Teaching Programme
    Teaching Assistant
    Japan Exchange & Teaching Programme Aug 2000 - Aug 2002
    Teaching English as foreign language to High School students in Japan.

David Berry Skills

Pensions Investments Financial Advisory Financial Planning Strategic Financial Planning Financial Services Finance Protection Insurance Income Protection Retirement Wealth Management Savings Critical Illness Investment Advisory Business Planning Retirement Planning Inheritance Tax Planning Mortgage Lending Wealth Banking Cash Flow Forecasting High Net Worth Individuals Financial Advice Investment Advice Financial Projection Pension Planning Insurance Advice Divorce And Pensions Financial Planners Holistic Financial Planning Personal Financial Planning Certified Financial Planner

David Berry Education Details

Frequently Asked Questions about David Berry

What company does David Berry work for?

David Berry works for Perspective (North East) Ltd

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

David Berry's current role is Regional Manager & Financial Adviser at Perspective North East.

What is David Berry's email address?

David Berry's email address is da****@****ajg.com

What schools did David Berry attend?

David Berry attended University Of Bradford, Parrs Wood High School.

What are some of David Berry's interests?

David Berry has interest in Adopted By Yorkshire.

What skills is David Berry known for?

David Berry has skills like Pensions, Investments, Financial Advisory, Financial Planning, Strategic Financial Planning, Financial Services, Finance, Protection, Insurance, Income Protection, Retirement, Wealth Management.

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