Please complete the CAPTCHA to continue
@tilneybestinvest.co.uk
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
David Durrant, Apfs is listed as Managing Director & Chartered Financial Planner at Framling Wealth at Framling Wealth, based in Cambridge, England, United Kingdom. AeroLeads shows a work email signal at tilneybestinvest.co.uk and a matched LinkedIn profile for David Durrant, Apfs.
David Durrant, Apfs previously worked as Chartered Financial Planner at Framling Wealth and Sabbatical/Resting until Q2 2020 at Sabbatical. David Durrant, Apfs holds Ba(Hons), Business Administration from University Of Leicester.
This section adds company-level context without repeating David Durrant, Apfs's masked contact details.
AeroLeads found 1 current-domain work email signal for David Durrant, Apfs. Compare company email patterns before reaching out.
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.
Listed skills include Pensions, Portfolio Management, Financial Planners, Succession Planning, and 46 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
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.
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.
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.
Saffron Walden
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.
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.
Maldon
Educating IFA's and clients worldwide about the uses of traded endowments and providing them with policies that suited their needs.
Quick answers generated from the profile data available on this page.
David Durrant, Apfs works for Framling Wealth.
David Durrant, Apfs is listed as Managing Director & Chartered Financial Planner at Framling Wealth at Framling Wealth.
AeroLeads has found 1 work email signal at @tilneybestinvest.co.uk for David Durrant, Apfs at Framling Wealth.
David Durrant, Apfs is based in Cambridge, England, United Kingdom while working with Framling Wealth.
David Durrant, Apfs has worked for Framling Wealth, Sabbatical, Tilney Group, Weatherbys & Weatherbys Bank Ltd, and Moore Stephens.
You can use AeroLeads to view verified contact signals for David Durrant, Apfs at Framling Wealth, including work email, phone, and LinkedIn data when available.
David Durrant, Apfs holds Ba(Hons), Business Administration from University Of Leicester.
David Durrant, Apfs is listed with skills including Pensions, Portfolio Management, Financial Planners, Succession Planning, Personal Finance, Inheritance Tax Planning, Retirement Planning, and Wealth Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts