David Planner Email & Phone Number
Director @ Acumen Financial Planning
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David Planner Location
- Edinburgh, GB
David Planner Work
- 2014 -now Director @
- 2008 -now Chartered and Certified Financial Planner @
- 2008 -now Independent Financial Adviser @
- 2017 -now Director @ The Financial Planning Group
- 2012 -2012 Tutor for Financial Services and Related Skills for the Diploma in Professional Legal Practice @
- 2007 -2008 Private Client Manager @
- 2002 -2007 Wealth Adviser and Area Manager @
David Planner Education
- Chartered Institute for Securities & Investment 2015-2020
- Chartered Insurance Institute 2002-2020
- Institute of Financial Planning 2006-2015
- McNeese
Masters
2000-2002 - University of Strathclyde
Bachelor of Science (Mathematics)
1996-2000
David Planner Skills
- Microsoft Excel
- Wealth Management Services
- Wealth Preservation Strategies
- Protection Planning/family Security
- Retirement Solutions
- Inheritance Tax Planning
- Sales
- Marketing
- Financial Modeling
- Investment Strategies
- Financial Services
- Personal Protection
- Investment Management
- Wealth
- Management
- Estate Planning
- Succession Planning
- Asset Managment
- Asset Management
- Investment Advisory
- Financial Planning
- Savings
- Retirement Income Strategies
- Financial Advice
- Retirement
- Financial Planners
- Personal Finance
- Closed End Funds
- Saving for Education
- Financial Advisory
- Investments
- Wealth Preservation
- Protection
- ETFs
- Mutual Funds
- Life Planning
- Diversification
- Pensions
- Critical Illness
- Wealth Management
- Portfolio Management
- Insurance Planning
- Asset Allocation
- Strategic Financial Planning
- High Net Worth Individuals
- Retirement Planning
- Public Speaking
- Wealth Accumulation
- Finance
- Income Protection
- Life Coaching
- Accounting
David Planner Summary
- David Planner, based in Edinburgh, GB, is currently a Director at Acumen Financial Planning. David Planner brings experience from previous roles at Acumen Financial Planning, The Financial Planning Group and The University of Edinburgh. David Planner holds a 2015 - 2020 Chartered Institute for Securities & Investment. With a robust skill set that includes Microsoft Excel, Wealth Management Services, Wealth Preservation Strategies, Protection Planning/family Security, Retirement Solutions and more. David Planner has 3 emails and 2 mobile phone numbers on RocketReach.
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