David Planner Email
Financial Advisor @ Hunter Wealth Management
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David Planner Location
- Edinburgh, GB
David Planner Work
- 2026 -now Financial Advisor @
- 2020 -2026 Business Development Account Manager @
- 2017 -2020 Relationship Associate @
- 2017 -2017 Personal Relationship Manager @
- 2015 -2017 Business Banking Relationship Manager @
David Planner Education
- Chartered Insurance Institute
Chartered (Financial Planner)
2018-2023 - Chartered Insurance Institute
Advanced Diploma (Financial Planning)
2020-2023 - Chartered Insurance Institute
DipPFS (Financial Planning)
2018-2023 - Chartered Insurance Institute
Certificate (Pension Transfer Advice)
2020-2020 - The University of Edinburgh
Master of Arts - MA (Economics & Economic History)
2010-2014
David Planner Summary
- David Planner, based in Edinburgh, GB, is currently a Financial Advisor at Hunter Wealth Management. David Planner brings experience from previous roles at Scottish Widows and Lloyds Banking Group. David Planner holds a 2018 - 2023 Chartered in Financial Planner @ Chartered Insurance Institute. David Planner has 1 emails on RocketReach.
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