David Squire work email
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Having worked within the financial services profession for over 30 years I have seen and been part of a very wide range of client service offerings. I have been part of direct sales teams within UK banks and insurance companies and have seldom felt that the client has genuinely been at the centre of the business proposition. I am certain that high quality, whole of market advice delivered consistently by a stable team of advisers who are motivated & committed to remain with a firm for the long term, is the business model which best serves clients. It encourages the key values of integrity, honesty and consistency which can be demonstrated throughout and help to ensure long term relationshipsAs a Partner with Armstrong Watson I am proud to be part of a business which values the retention of quality staff and is committed to the highest level of client care both at the outset and throughout the relationship.
Armstrong Watson Financial Planning & Wealth Management
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Financial Planning Director (Chartered Financial Planner)Armstrong Watson Financial Planning & Wealth Management Feb 2004 - PresentKendalMy role as Financial Planning Director of Armstrong Watson Financial Planning involves working with a team of advisers, operating from locations throughout the North of England and South of Scotland to ensure that they are fully focussed and equipped to consistently deliver high quality advice to clients.I provide advice to around 50 private clients and businesses encompassing a wide range of needs including retirement planning and wealth management.Whilst our business has evolved over recent years we have retained our passion for providing great service but sharpened our client proposition to ensure that we focus on adding real value for clients.I am proud of the high quality of advice and client focus we provide at Armstrong Watson and also of the environment we have created for the advisers and support staff who work within our business.
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Joint Managing DirectorArmstrong Watson Financial Planning & Wealth Management Nov 2018 - PresentKendalLeading a dynamic financial planning and wealth management business focussed on providing clients with clarity and peace of mind for a secure financial future.
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IfaSedgwick Ifs Jun 2003 - Feb 2004My first role as an IFA - short lived after Barclays took over Sedgwick and merged all advice channels together creating an enormous field force with little direction
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Area ManagerBritannic Retirement Solutions Apr 2001 - Jan 2003Worked as an Area Manager running a team of 10 retirement advisers providing essentially annuity related advice.
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RepresentativeEquitable Life May 1998 - Mar 2001Worked as an adviser until the firm ceased writing new business. Chose not to remain and work for Halifax
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Branch ManagerAbbey National Uk Sep 1992 - Apr 1998Graduate training programme lead to role as Branch Manager at various locations around the West Midlands
David Squire Skills
David Squire Education Details
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Charterered Insurance Institute(Asfa) G10, G20, G60 G80, H15, K10, K20, Cf6, Cf7, Cf8 -
History -
Redwood High School
Frequently Asked Questions about David Squire
What company does David Squire work for?
David Squire works for Armstrong Watson Financial Planning & Wealth Management
What is David Squire's role at the current company?
David Squire's current role is Chartered Financial Planner at Armstrong Watson Financial Planning & Wealth Management.
What is David Squire's email address?
David Squire's email address is da****@****n.co.uk
What is David Squire's direct phone number?
David Squire's direct phone number is +4477936*****
What schools did David Squire attend?
David Squire attended Charterered Insurance Institute, Lancaster University, Redwood High School.
What are some of David Squire's interests?
David Squire has interest in Golf, Running And Taxi Driving.
What skills is David Squire known for?
David Squire has skills like Pensions, Estate Planning, Finance, Banking, Employee Benefits, Inheritance Tax Planning, Wealth Management, Retirement Planning, Investments, High Net Worth Individuals, Business Planning, Tax.
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David Squire
Ceo Of Blackwell Adventure. Strategic Leader And Manager In The Outdoor And Charitable Sectors. Chair Of The Association Of Heads Of Outdoor Education Centres (Ahoec)Much Marcle -
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David Squire
Founder, Desq; Interactive Learning Designer & Learning Games Designer; Co Founder, Simcare LearningGreater Sheffield Area2desq.co.uk, desq.co.uk2 +441143XXXXXX
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