Indpendent Financial Planner

David Clark

DipFA 

Dave is an experienced qualified Financial Adviser with circa 30 years’ experience in the Financial Services industry.

Over that time, he has developed a breadth of knowledge and expertise which allows him to deliver a professional and reliable service to his customers.

What he enjoys about his role is that he’s able to really take the time to understand what his customers are looking for both immediately and in their longer-term financial planning. This allows him to deliver a bespoke and flexible financial solution with access to market leading products.

Dave is a proud recipient of a Diploma in Financial Services. He is married and has one child. Away from the business he enjoys walking trails, camping and spending time with family and friends.

Christina Wood

Specialist services

  • Pensions
  • Investments
  • Estate planning
  • Wills, POA

Coverage area

  • Lincolnshire
  • Yorkshire

07947 771387

Get In Touch

Get in touch if you have any questions or wish to book a free initial consultation.
Email: info@octofp.com