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Financial Adviser

David Haddow

A very experienced financial adviser, David provides advice on retirement planning, investment planning and protection products as well as supporting business owners with long-term planning.


    David sees his approach as one of problem-solving for the client. As a result, his clients can expect to always receive the most comprehensive and appropriate advice. He specialises in the Self Invested Pensions and Small Self-AdministeredPensions arena, typically for business owners wishing to purchase their own business premises. He is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on his personal development. This, along with the pride and dedication that he places on developing solid personal relationships with clients, ensures that he is able to offer a rounded, professional and principled service.


    • Over 40 years’ experience in financial services


    • Tax-efficient investment planning
    • Inheritance tax mitigation & estate planning
    • Business owners and pension planning
    • Private clients