Key people

David Ferry – MSc, FPFS, Chartered FCSI, CFP
Chartered Wealth Manager

David belongs to the small group of professionally qualified Certified and Chartered Financial Planners with the added advantage of over 30 years of practical advisory experience.

His career background has included working for many years as a financial planner and investment manager with professional service companies such as Ernst & Young and BDO Stoy Hayward.

David holds appropriate qualifications and authority to manage client portfolios on a discretionary basis. As a result, he is positioned to manage your investments to meet your objectives, within agreed parameters, releasing you from the stress of day-to-day investment management.

His desire to provide the highest level of advice and service is nothing new. In 1998 a mystery shopper from the financial services profession gave David the highest mark that year and made the following comments, “The adviser gave the shopper sound and professional advice on top of having a likeable personality.”

Most importantly, David never compromises his personal or professional integrity, or work ethics; you can be assured that he will advise you with an overriding passion to ensure we maintain a lifetime business relationship.

Office:01789 204626

Direct Dial:01789 387962

Mobile:07778 029 693