Chartered Financial Planner

David Medland

APFS

David has worked in financial services for many years and has been a financial adviser for over 15 years now. David has an office where clients are welcome to visit but he is more than happy to travel to meet clients face to face or to offer a video call service. David particularly enjoys helping clients who are close to or at retirement to navigate the various pension options and plan for their income over the long term with the help of cashflow modelling.

David graduated from Plymouth University in 2002 with a degree in Accounting and Finance and began a career in financial services from that point. He has always enjoyed working with and helping people and so a career as a financial adviser was something he always worked towards.

David has lived in Falmouth for over 10 years with his wife and two young children who give him very little time for hobbies, but he enjoys a frame of snooker when he can and has been learning to play guitar for a few years now. David prides himself on always looking after his clients, giving them the best possible advice as well as the best possible service along the way.