David Fpfs Location
United Kingdom
David Fpfs Work
- 2025 - now Partner @ Evelyn Partners
- 2022 - 2025 Senior Financial Planning Director and Chartered Financial Planner @ 7IM
- 2021 - 2022 Director and Chartered Financial Planner @ Independent Financial Advisers IFAs
- 2014 - 2022 Chartered Financial Planner @ Independent Financial Advisers IFAs
- 2000 - 2014 Senior Paraplanner @ Independent Financial Advisers IFAs
David Fpfs Education
- Glasgow Caledonian University
BA(Hons) (Financial Services)
1996 - 2000 - Chartered Insurance Institute
Chartered Financial Planner
- The London Institute of Banking & Finance
UK Regulation Level 4 (Financial Advice)
- Chartered Insurance Institute
Fellowship (Financial Planning)
David Fpfs Skills
- Inheritance Tax Planning
- Wealth Management
- Independent Financial Advice
- Portfolio Management
- Model Portfolios
- Pensions
- Income Protection
- Wealth
- Insurance
- Strategic Financial Planning
David Fpfs Summary
David Fpfs, based in United Kingdom, is currently a Partner at Evelyn Partners. David Fpfs brings experience from previous roles at 7IM Private Client and Independent Financial Advisers IFAs. David Fpfs holds a 1996 - 2000 BA(Hons) in Financial Services @ Glasgow Caledonian University. With a robust skill set that includes Inheritance Tax Planning, Wealth Management, Independent Financial Advice, Portfolio Management, Model Portfolios and more. David Fpfs has 1 emails on RocketReach.
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Others Named David Fpfs
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David Fpfs
Paraplanner at Evelyn Partners
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David Fpfs
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United Kingdom22
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