Testimonials

“David has helped me with both personal and corporate financial advice on several occasions, and has consistently delivered excellent results. Besides in-depth subject matter expertise, access to a wide range of products, market and network skills, as well as a very friendly and personal approach, perhaps David’s greatest asset is that he genuinely puts the client first, taking pains to understand precise needs and tailoring solutions that meet those needs first and foremost for the client rather than the service provider. I can thoroughly recommend David Evans to anyone seeking honest, effective financial advice.”
 

P. Boland

“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 advice.”
 

K. Horsburgh

“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.”
 

R. Geoffreys

“David is steadfast in maintaining as high a level of service delivery as is within his control. Having worked with David in relation to personal hobbies such as the local rugby club, he has always given it his all to see the particular task to fruition. This shows the character of the person which is not only confined to personal interests.”
 

E. Horan

“At a time when I was looking for assistance within various savings plans/pensions David was very helpful, patient and is always available for any questions that I need in making amendments to the plans that I have. I would recommend David to anyone that needs help with personal savings plans.”
 

A. Hughes

“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!”
 

I. McClelland