David Schofield-Newton

David Schofield-Newton Email and Phone Number

IFA DSN Wealth Management @
David Schofield-Newton's Location
Rugby, England, United Kingdom, United Kingdom
David Schofield-Newton's Contact Details

David Schofield-Newton work email

David Schofield-Newton personal email

n/a
About David Schofield-Newton

I have been in financial services for about 14 years, working for the CIS, and then working as an IFA through Positive Solutions for about 8 years. I made the decision to start my own practice last August as I felt it offered my clients the only true way through to Independent Financial Advice. I am level 4 qualified which means my business model is set up the Retail Distribution Review which is due to take effect from Jan 2013, I offer both fee and commission structures , and I offer advice across all areas of Financial Planning. You can be sure of honest advice and I will work on your behalf trying my utmost to find the most suitable arrangements for my clients.Specialties: Pensions Warwickshire, Investments, Mortgages, Life Insurance,Equity Release,Business Protection Warwickshire,Business Protection,

David Schofield-Newton's Current Company Details
none

None

IFA DSN Wealth Management
David Schofield-Newton Work Experience Details
  • None
    Retired
    None Jan 2021 - Present
    Warwickshire, England, United Kingdom
  • Dsn Wealth Management Ltd
    Director
    Dsn Wealth Management Ltd Jun 2015 - Jan 2021
  • Newton Financial Solutions
    Independent Financial Adviser
    Newton Financial Solutions Aug 2010 - May 2015
    I have been in financial services for about 14 years, working for the CIS, and then working as an IFA through Positive Solutions for about 8 years. I made the decision to start my own practice last August as I felt it offered my clients the only true way through to Independent Financial Advice. I am level 4 qualified which means my business model is set up the Retail Distribution Review which is due to take effect from Jan 2013, I offer both fee and commission structures , and I offer advice across all areas of Financial Planning. You can be sure of honest advice and I will work on your behalf trying my utmost to find the most suitable arrangements for my clients.
  • Positive Solutions
    Partner
    Positive Solutions Jan 2002 - Nov 2010
    Coventry, United Kingdom
    During my time at Positive Solutions I was responsible for looking after my clients Investment and Pension Portfolios, also arranging Mortgages and making sure my clients have the correct protection policies in place.I have taken my qualifications within Financial Services from the FPC 1,2, & 3, up to the level Diploma. This creditation places me to be able to retain my independent status post Jan 2013 when the Retail Distribution Review takes effect.I have also built up other examinations within Equity Release and Long Term Care.
    View
  • Co-Operative Insurance
    Financial Adviser
    Co-Operative Insurance Jan 1998 - Jan 2002
    Nuneaton
    Worked around Rugby as an agent, and then was promoted to a Sales Manager at the Nuneaton Office
  • Continental Can
    Engineer
    Continental Can Jan 1992 - Jan 1998
  • Birmingham Post & Mail
    Engineer
    Birmingham Post & Mail Sep 1978 - Jan 1992
    Birmingham, United Kingdom
    Maintenance on Plant, and repairing Printing Press.I served my apprenticeship at the B'ham Post & Mail where I studied at Hall Green Technical Colledge

David Schofield-Newton Skills

Pensions Investments Protection Financial Planning Life Insurance Strategic Financial Planning Wealth Retirement Planning Social Networking Equity Release Mortgage Long Term Care Wealth Management Financial Advice Income Protection Critical Illness Inheritance Tax Planning Sipp Retirement Annuities Life Planning Savings Retirement Income Strategies Personal Finance Term Life Insurance Mortgage Protection Asset Allocation Residential Mortgages Long Term Care

David Schofield-Newton Education Details

  • Hall Green Secondary School
    Hall Green Secondary School
  • Hall Green Technical College
    Hall Green Technical College
    Engineering

Frequently Asked Questions about David Schofield-Newton

What company does David Schofield-Newton work for?

David Schofield-Newton works for None

What is David Schofield-Newton's role at the current company?

David Schofield-Newton's current role is IFA DSN Wealth Management.

What is David Schofield-Newton's email address?

David Schofield-Newton's email address is da****@****nfs.com

What schools did David Schofield-Newton attend?

David Schofield-Newton attended Hall Green Secondary School, Hall Green Technical College.

What are some of David Schofield-Newton's interests?

David Schofield-Newton has interest in Cyclingmusic, Cycling Music, Music, Cycling.

What skills is David Schofield-Newton known for?

David Schofield-Newton has skills like Pensions, Investments, Protection, Financial Planning, Life Insurance, Strategic Financial Planning, Wealth, Retirement Planning, Social Networking, Equity Release, Mortgage, Long Term Care.

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