Wealth Adviser @ Origen Financial Services (Formerly Advisory & Brokerage Services) (January 2003 - January 2004)
David Healy Education
Kingston University
Bachelor of Arts (B.A.) Business Studies (Business Studies)
1992-1997
Richmond upon Thames College 1990-1992
David Healy Skills
Asset Allocation
Asset Management
Finance
Financial Advisory
Financial Planning
Financial Services
Holistic Financial Planning
Income Protection
Inheritance Tax Planning
Insurance
Investment Advisory
Investment Management
Investment Strategies
Investments
Pensions
Personal Tax Planning
Portfolio Management
Private Equity
Retirement
Retirement Planning
Strategic Financial Planning
Tax
Wealth
Wealth Accumulation
Wealth Management
Wealth Management Services
David Healy Summary
David Healy, based in London, England, GB, is currently a Associate Director at Cavendish Ware Wealth Management. David Healy brings experience from previous roles at Kingswood Group, Ward Consultancy and Timothy James & Partners Ltd. David Healy holds a 1992 - 1997 Bachelor of Arts (B.A.) Business Studies in Business Studies @ Kingston University. With a robust skill set that includes Asset Allocation, Asset Management, Finance, Financial Advisory, Financial Planning and more. David Healy has 2 emails and 2 mobile phone numbers on RocketReach.
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