David Easteal Email & Phone Number

London, England, United Kingdom

Surrey, England, United Kingdom

Claygate, Surrey, United Kingdom

Chartered financial planner and pension transfer specialist.Providing holistic financial planning to clients.Working with paraplanners and sales support to provide clients with highly personalised financial plans, implementation advice and regular reviews.My time is primarily spent on three key tasks;> Working with clients to produce financial plans, including cash flow forecasts. These plans provide clear strategies that can be implemented to help clients… Show more Chartered financial planner and pension transfer specialist.Providing holistic financial planning to clients.Working with paraplanners and sales support to provide clients with highly personalised financial plans, implementation advice and regular reviews.My time is primarily spent on three key tasks;> Working with clients to produce financial plans, including cash flow forecasts. These plans provide clear strategies that can be implemented to help clients achieve their long-term objectives.> Implementing these strategies, using solutions such as pensions, ISAs, VCTs, EISs, IHT BPR products and corporate structures.> Spending time with clients on a regular basis, reviewing their personal and financial circumstances, and ensuring that any solutions in place remain relevant, tax efficient and are performing in-line with expectations. Show less

Surrey

Investment advicePension adviceProtection adviceInheritance tax advice

Surrey

Financial adviserInvestment adviserProtection adviser

Bracknell

Independent financial adviser and stockbroker.Investment adviser, protection adviser.