At the heart of financial planning is sound technical expertise matched with the ambition to get clients to where they want to be in life. This could be creating a safety net to protect your loved ones. Ensuring you are on a sound footing so you can support family and friends with gifts. Planning for a comfortable retirement. Or selling a business. A financial plan can factor in all of these goals. David will start with a blank piece of paper, discuss your specific needs and go from there. You’ll get expert advice every step of the way.