David Durrant, Apfs

David Durrant, Apfs Email and Phone Number

Managing Director & Chartered Financial Planner at Framling Wealth @ Framling Wealth
David Durrant, Apfs's Location
Cambridge, England, United Kingdom, United Kingdom
David Durrant, Apfs's Contact Details

David Durrant, Apfs work email

David Durrant, Apfs personal email

About David Durrant, Apfs

Chartered Financial Planner and Associate of the Personal Finance Society (APFS) with experience across all advice sectors. I also hold the Investment Management Certificate (IMC)Primary experience in investment management and pensions portfolio planning as well as trust asset management and family succession planning. It is my role to ensure that our clients receive the best advice and service whilst also acting as a conduit to those areas where we do not have the expertise or experience to satisfactorily look after the client.My goals are to build an organisation that is positioned to take advantage of the ongoing regulatory changes in our marketplace and the ongoing moves towards a more professional industry to the advantage of my clients.Specialties: Investment Management- Advisory and Discretionary for Individuals, Corporate and Trusts.Pensions Planning of all types.Tax Planning & succession planning for family groups.Divorce financial planning.Family and business protection.

David Durrant, Apfs's Current Company Details
Framling Wealth

Framling Wealth

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Managing Director & Chartered Financial Planner at Framling Wealth
David Durrant, Apfs Work Experience Details
  • Framling Wealth
    Chartered Financial Planner
    Framling Wealth Apr 2020 - Present
    Cambridge, England, United Kingdom
    Framling Wealth is a Wealth Management and Financial Planning business aimed at putting the clients’ needs back at the centre of the advice process. Using the 15 years of experience and the close relationships we have with professional connections we want to ensure that all our clients needs are always catered for professionally and competently. I am also very excited to be working with several external investment professionals to offer a much wider opportunity for our clients with additional capability to target their investment and pension assets to Environmental, Social, Governance, Ethical and Positive Impact strategies. For many of my clients this has been an increasing concern in recent times and it seems that few advisers and investment firms are putting this at the forefront of their client offering.
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  • Sabbatical
    Sabbatical/Resting Until Q2 2020
    Sabbatical Sep 2019 - Mar 2020
    East Anglia
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  • Tilney Group
    Chartered Financial Planner, Partner, Financial Planning
    Tilney Group Sep 2015 - Sep 2019
    East Anglia
    As Partner, my aim was to build the profile of Tilney within East Anglia, leveraging upon our top reputation and investment performance. We have offices in Cambridge and Chelmsford, With the unrivalled back up that comes with a national investment and financial planning house managing over £28bn of assets on behalf of clients we are able to offer a first class client service and investment proposition. The team working with me are highly qualified and have extensive experience in giving good client service and outcomes.
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  • Weatherbys & Weatherbys Bank Ltd
    Chartered Financial Planner
    Weatherbys & Weatherbys Bank Ltd Oct 2010 - Sep 2015
    Mayfair
    I worked with my private banking colleagues to help develop and implement a new fee based independent advice service within Weatherbys Private Banking based primarily in the Mayfair Office. We worked with existing and new clients of the bank to ensure that their assets are invested and managed in a suitable manner with regard to future event planning and longer term succession planning.
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  • Moore Stephens
    Chartered Financial Planner/Investment Manager
    Moore Stephens Nov 2007 - Sep 2010
    Peterborough, United Kingdom
    My role involved working with the partners and fee earners within the accountancy practice to ensure their clients receive the best advice in respect of Investments, pensions and general taxation planning as is possible. A priority is the ongoing relationship management in order to retain and develop these connections long term.
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  • Taylor Bradshaw Financial Services
    Chartered Financial Planner
    Taylor Bradshaw Financial Services Jun 2005 - Nov 2007
    Saffron Walden
  • Scottish Life International
    Regional Manager
    Scottish Life International Apr 2004 - Jun 2005
    East Anglia Region
    Helping our IFA partners to understand offshore bonds and trusts so that they may use them appropriately and help their clients get the best outcomes.
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  • Scottish Equitable
    Broker Consultant
    Scottish Equitable Jul 2002 - Apr 2004
    Chelmsford, United Kingdom
    Acted as technical guide and back up for my panel of IFA's so that they understood what Scottish Equitable offered and how to use what we provided.
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  • Beale Dobie
    Broker Consultant
    Beale Dobie Apr 2000 - Dec 2002
    Maldon
    Educating IFA's and clients worldwide about the uses of traded endowments and providing them with policies that suited their needs.
  • Van Cols
    Field Sales Adviser
    Van Cols Apr 1997 - Dec 1999

David Durrant, Apfs Skills

Pensions Portfolio Management Financial Planners Succession Planning Personal Finance Inheritance Tax Planning Retirement Planning Wealth Management Investments Strategic Financial Planning Estate Planning Financial Advisory Retirement Investment Advisory Wealth High Net Worth Individuals Asset Management Private Banking Financial Services Trusts Investment Management Relationship Management Tax Finance Wealth Management Services Income Protection Investment Strategies Savings Insurance Mutual Funds Pension Funds Protection Asset Allocation Financial Planning Management Life Insurance Critical Illness Alternative Investments Mortgage Lending Employee Benefits Business Strategy Customer Service Wealth Accumulation Strategy Fixed Income Fixed Annuities Financial Markets Business Planning Equities Sales

David Durrant, Apfs Education Details

Frequently Asked Questions about David Durrant, Apfs

What company does David Durrant, Apfs work for?

David Durrant, Apfs works for Framling Wealth

What is David Durrant, Apfs's role at the current company?

David Durrant, Apfs's current role is Managing Director & Chartered Financial Planner at Framling Wealth.

What is David Durrant, Apfs's email address?

David Durrant, Apfs's email address is da****@****aol.com

What schools did David Durrant, Apfs attend?

David Durrant, Apfs attended University Of Leicester, Cambridge College Of Agriculture.

What are some of David Durrant, Apfs's interests?

David Durrant, Apfs has interest in Wildlife Photography, Travelling, Agriculture, Shooting, Ongoing Professional Development, Reading, Equine Science, Horseracing, Hunting And Point To Point Racing.

What skills is David Durrant, Apfs known for?

David Durrant, Apfs has skills like Pensions, Portfolio Management, Financial Planners, Succession Planning, Personal Finance, Inheritance Tax Planning, Retirement Planning, Wealth Management, Investments, Strategic Financial Planning, Estate Planning, Financial Advisory.

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