David Fpfs Email
Partner @ Evelyn Partners
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David Fpfs Location
- Glasgow, GB
David Fpfs Work
- 2023 -now Partner @
- 2018 -now Director - Financial Planner and Chartered Financial Planner and Fellow FPFS @
- 2011 -2018 Chartered Financial Planner and FPFS @
- 2006 -2011 Financial Consultant @
- 1999 -2005 Telephony Sales Manager @
- 1997 -1999 Graduate Trainee @
David Fpfs Education
- University of Strathclyde
BA with 1st Class Honours (Industrial Relations)
1993-1997 - Williamwood High School 1987-1993
David Fpfs Skills
- Financial Services
- Tax
- Equities
- Financial Advisory
- SIPP
- Strategic Financial Planning
- Insurance
- Critical Illness
- Trusts
- Asset Allocation
- Asset Managment
- Corporate Finance
- Fixed Annuities
- Protection
- Private Banking
- Defined Benefit
- Mutual Funds
- Term Life Insurance
- Asset Management
- Investment Management
- Retirement Planning
- Mortgage Lending
- Income Protection
- Long Term Care
- Financial Risk
- Wealth Management
- Holistic Financial Planning
- High Net Worth Individuals
- Retirement
- IRAs
- Financial Planners
- Microsoft Office
- Pensions
- Personal Finance
- Investments
- Savings
- Banking
- Accounting
- Management
- Wealth Management Services
- Investment Advisory
- Sales
- Risk Management
- Employee Benefits
- Relationship Management
- Inheritance Tax Planning
- Life Insurance
- Investment Strategies
- Wealth
- Wealth Accumulation
- Portfolio Management
- Estate Planning
- Personal Financial Planning
- Leadership
- Retail Banking
David Fpfs Summary
- David Fpfs, based in Glasgow, GB, is currently a Partner at Evelyn Partners. David Fpfs brings experience from previous roles at Evelyn Partners, Aviva Life Insurance Company and Standard Life. David Fpfs holds a 1993 - 1997 BA with 1st Class Honours in Industrial Relations @ University of Strathclyde. With a robust skill set that includes Financial Services, Tax, Equities, Financial Advisory, SIPP and more. David Fpfs has 2 emails on RocketReach.
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Top Evelyn Partners Employees
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Ann-Marie Fpfs
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Fergus Caheny
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Mark Cemap
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Exeter, England, GB
Bahador Mahvelati
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Bill Price
Managing Partner
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Lisa Henderson
Managing Partner
England, United Kingdom
Martin Horton
CTO Evelyn Partners
Whitegate, England, GB
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