Author Archive

K. Horsburgh

December 17, 2012  |   Posted by :   |   Testimonials   |   Comments Off on K. Horsburgh»



“David has provided good sound sensible advice which is suited to the needs of his clients. I have been very happy with what he has done for me and would be happy to recommend him to my clients for financial ...

Back to Basics with Insurance

July 25, 2012  |   Posted by :   |   Blog   |   Comments Off on Back to Basics with Insurance»



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Why to use a “Wrapper” or Open Architecture insurance product

June 27, 2012  |   Posted by :   |   Blog   |   Comments Off on Why to use a “Wrapper” or Open Architecture insurance product»



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I. McClelland

January 28, 2012  |   Posted by :   |   Testimonials   |   Comments Off on I. McClelland»



“David helped me transfer my UK pension into a more flexible and tax efficient offshore vehicle. He's also given me good short and long term savings and investments advice. Nice bloke to deal with as well!”  

M. Aihi

January 28, 2012  |   Posted by :   |   Testimonials   |   Comments Off on M. Aihi»



“I have always found David to be a highly professional Financial Advisor, who along with being very knowledgeable in his field, is also extremely honest and trustworthy.I'm very impressed by Dave's client-centered approach. Unlike other advisors I've had in the ...