London and South East Head of Financial Planning @ (April 2022 - November 2023)
Investment Director @ (January 2018 - March 2022)
Managing Director @ (January 2015 - January 2018)
Head of Wealth Planning @ (January 2014 - January 2015)
Chartered Financial Planner @ Bluefin Personal Consulting (January 2009 - December 2013)
Divisional Director @ SBJ Benefit Consultants (January 1997 - December 2008)
Investment Manager @ Robert Fraser (Swire Group) (April 1992 - December 1996)
Trading Floor @ Legal & General (Australia) (February 1990 - December 1990)
Underwriter @ Pearl Assurance (August 1982 - December 1989)
David Brennan Education
City Of London Polytechnic Holborn WC2V London 1986-1989
Kingsway Princeton College Kings Cross London
Buisness studies
1983-1985
St Thomas The Apostle 1977-1982
St William of York 1972-1977
David Brennan Skills
Pensions
Wealth Management
Investments
Income Protection
Retirement Planning
Retirement
Strategic Financial Planning
Investment Strategies
Portfolio Management
Financial Services
Financial Advisory
Asset Managment
SIPP
Asset Allocation
Investment Advisory
High Net Worth Individuals
Savings
Investment Management
Pension Funds
Critical Illness
Inheritance Tax Planning
Holistic Financial Planning
Protection
Wealth
Wealth Management Services
Financial Planning
Asset Management
Underwriting
Marketing
Management
David Brennan Summary
David Brennan, based in London, GB, is currently a Chief Investment Officer at Radiant Financial Planning. David Brennan brings experience from previous roles at Radiant Financial Planning and Vestra Wealth LLP. David Brennan holds a 1986 - 1989 City Of London Polytechnic Holborn WC2V London. With a robust skill set that includes Pensions, Wealth Management, Investments, Income Protection, Retirement Planning and more. David Brennan has 2 emails on RocketReach.
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