David Brown Financial Planner
Description
A self-employed Independent Financial Adviser, welcoming customers new and old having previously worked for Barclays, Prudential and AXA (Yorkshire Bank) I am a self-employed Financial Adviser with over 25 years experience in the industry. I have previously worked for the Prudential, Barclays and AXA Wealth (via the Yorkshire Bank). I am currently an appointed representative of Tait Walker Wealth Management one of the largest companies in the North East of England. I specialise in Wealth Management with the aim of trying to make clients money work harder for them in a more tax efficient manner. I also try to protect the family in the event of death, illness, loss of income etc. by way of protection planning. Other areas I advised on are planning for retirement and inheritance tax planning. All areas of financial planning are reviewed at any meeting and any shortfalls identified for clients to act upon if they wish. Honest, trustworthy and very ethical I assure all clients of a first class service.
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