David Heaton Email & Phone Number

David Heaton is a Fellow of the Personal Finance Society. Colleagues describe him as "I worked with Dave for around four years, initially when we were both advisers and subsequently when he moved into a Business Development role. Dave is an excellent BDM, he builds solid long-lasting relationships, you only have to ask anyone in the Bolton business community, they all know Dave! Without a doubt, Dave made me a better Financial Adviser in helping to expand my interpersonal skills and understand the importance of marrying them with technical ability. Dave is hardworking… Show more" and "David is a great ambassador of the club, not only through the Mentoring project in which he helps to change young peoples lives but in his extra input into our Enterprise programme which helps young people into employments. Positive, professional with a great business sense David is a pleasure to work with and I would recommend him highly to anyone who would like to connect with him."

Listed skills include Pensions, Inheritance Tax Planning, Strategic Financial Planning, Financial Services, and 23 others.