Senior Partner
David Wells.
FPFS, MSCI, EFA
Chartered Financial Planner
How I work
What do you help clients with most?
Planning for retirement, mostly. After ten years working overseas, I also understand what people face when they come back to the UK, and I still look after a small number of clients in the US.
How would you describe the way you work?
Organised. I keep on top of things and I run my own diary. I treat clients the way I'd want to be treated.
What do clients tend to say?
That I'm available, honest and direct, in a friendly way. I often hear, "You've made that clearer than ever."
Specialisms
Financial planning · Investments · Retirement planning · Returning to the UK
Outside work
Running parkruns, 10ks and half marathons, travel, guitar, photography and West Ham. Most of all, time with my wife and our two children.
Let's talk
Let's talk about what's next for you.
The first conversation is complimentary, with no obligation to proceed.
