David Squire
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David Squire Email & Phone Number

Chartered Financial Planner at Armstrong Watson Financial Planning & Wealth Management at Armstrong Watson Financial Planning & Wealth Management
Location: Lancaster, England, United Kingdom 6 work roles 3 schools
1 work email found @armstrongwatson.co.uk 2 phones found area 779 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@armstrongwatson.co.uk
Direct phone (779) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Armstrong Watson Financial Planning & Wealth Management
Role
Chartered Financial Planner at Armstrong Watson Financial Planning & Wealth Management
Location
Lancaster, England, United Kingdom

Who is David Squire? Overview

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Quick answer

David Squire is listed as Chartered Financial Planner at Armstrong Watson Financial Planning & Wealth Management at Armstrong Watson Financial Planning & Wealth Management, based in Lancaster, England, United Kingdom. AeroLeads shows a work email signal at armstrongwatson.co.uk, phone signal with area code 779, and a matched LinkedIn profile for David Squire.

David Squire previously worked as Financial Planning Director (Chartered Financial Planner) at Armstrong Watson Financial Planning & Wealth Management and Joint Managing Director at Armstrong Watson Financial Planning & Wealth Management. David Squire holds Chartered Financial Planner, (Asfa) G10, G20, G60 G80, H15, K10, K20, Cf6, Cf7, Cf8 from Charterered Insurance Institute.

Company email context

Email format at Armstrong Watson Financial Planning & Wealth Management

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{first}.{last}@armstrongwatson.co.uk
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AeroLeads found 1 current-domain work email signal for David Squire. Compare company email patterns before reaching out.

Profile bio

About David Squire

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.

Listed skills include Pensions, Estate Planning, Finance, Banking, and 20 others.

Current workplace

David Squire's current company

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Armstrong Watson Financial Planning & Wealth Management
Armstrong Watson Financial Planning & Wealth Management
Chartered Financial Planner at Armstrong Watson Financial Planning & Wealth Management
6 roles

David Squire work experience

A career timeline built from the work history available for this profile.

Financial Planning Director (Chartered Financial Planner)

Current
Armstrong Watson Financial Planning & Wealth Management

Kendal

My 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.

Feb 2004 - Present

Joint Managing Director

Current
Armstrong Watson Financial Planning & Wealth Management

Kendal

Leading a dynamic financial planning and wealth management business focussed on providing clients with clarity and peace of mind for a secure financial future.

Nov 2018 - Present

Ifa

Sedgwick Ifs

My 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

Jun 2003 - Feb 2004

Area Manager

Britannic Retirement Solutions

Worked as an Area Manager running a team of 10 retirement advisers providing essentially annuity related advice.

Apr 2001 - Jan 2003

Representative

Equitable Life

Worked as an adviser until the firm ceased writing new business. Chose not to remain and work for Halifax

May 1998 - Mar 2001

Branch Manager

Abbey National Uk

Graduate training programme lead to role as Branch Manager at various locations around the West Midlands

Sep 1992 - Apr 1998
3 education records

David Squire education

Chartered Financial Planner, (Asfa) G10, G20, G60 G80, H15, K10, K20, Cf6, Cf7, Cf8

Charterered Insurance Institute

Education record

Redwood High School
FAQ

Frequently asked questions about David Squire

Quick answers generated from the profile data available on this page.

What company does David Squire work for?

David Squire works for Armstrong Watson Financial Planning & Wealth Management.

What is David Squire's role at Armstrong Watson Financial Planning & Wealth Management?

David Squire is listed as Chartered Financial Planner at Armstrong Watson Financial Planning & Wealth Management at Armstrong Watson Financial Planning & Wealth Management.

What is David Squire's email address?

AeroLeads has found 1 work email signal at @armstrongwatson.co.uk for David Squire at Armstrong Watson Financial Planning & Wealth Management.

What is David Squire's phone number?

AeroLeads has found 2 phone signal(s) with area code 779 for David Squire at Armstrong Watson Financial Planning & Wealth Management.

Where is David Squire based?

David Squire is based in Lancaster, England, United Kingdom while working with Armstrong Watson Financial Planning & Wealth Management.

What companies has David Squire worked for?

David Squire has worked for Armstrong Watson Financial Planning & Wealth Management, Sedgwick Ifs, Britannic Retirement Solutions, Equitable Life, and Abbey National Uk.

How can I contact David Squire?

You can use AeroLeads to view verified contact signals for David Squire at Armstrong Watson Financial Planning & Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David Squire attend?

David Squire holds Chartered Financial Planner, (Asfa) G10, G20, G60 G80, H15, K10, K20, Cf6, Cf7, Cf8 from Charterered Insurance Institute.

What skills is David Squire known for?

David Squire is listed with skills including Pensions, Estate Planning, Finance, Banking, Employee Benefits, Inheritance Tax Planning, Wealth Management, and Retirement Planning.

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