David Core Email & Phone Number

Gibraltar

My business is built through personal introductions, My aim is to bring the highest standard of ethics, integrity and transparency to financial advice in the Middle East.Once a client is taken on we will meet quarterly to review your portfolio, circumstances and goals.Services include;The Management and Investment of CapitalRetirement PlanningRegular savings plansEducation PlanningManagement of Pension Funds including transferring UK schemes offshoreUSA friendly tax efficient investment structuresWills and Estate PlanningCorporate Planning including succession and exit planningKey person protectionGroup medical Offshore companies and shareholder arrangementsSpecialising in overseas pensions and transfers from UK schemes including portfolio managementMy aim is to provide totally independent advice putting the clients objectives first, with straight forward, clear and precise advice.

Middle East

Independent Financial Adviser specializing in Self Invested Personal Pensions, Portfolio Management, Education Planning, Inheritance Tax Planning and Corporate Planning.

Dorset

Financial Adviser working alongside Solicitors and Accountants

South Of England

Working as a Regional Director opening and developing greenfield IFA offices in Poole, Salisbury, Weymouth, Exeter and Plymouth with a total of 55 financial advisers and 20 support staff.

Southern England

To build, develop and manage various sales offices and a region for a UK life company. This included recruitment, training, motivation and management of both sales and administration staff.

Southern England

To source new clients and provide financial advice to the domestic market. Advice included pensions, savings, family protection and lump sum investments.

Diploma In Business Studies

Education record