David Squire Email & Phone Number
Financial Planning Director (Chartered Financial Planner)
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David Squire Location
- Lancaster, GB
David Squire Work
- 2004 -now Financial Planning Director (Chartered Financial Planner) @ Armstrong Watson Financial Planning & Wealth Management
- 2018 -now Joint Managing Director @ Armstrong Watson Financial Planning & Wealth Management
- 2003 -2004 IFA @ Sedgwick IFS
- 2001 -2003 Area Manager @ Britannic Retirement Solutions
- 1998 -2001 Representative @ Equitable Life
- 1992 -1998 Branch Manager @
David Squire Education
- Charterered Insurance Institute
Chartered Financial Planner ((ASFA) G10, G20, G60 G80, H15, K10, K20, CF6, CF7, CF8)
1999-2005 - Lancaster University
BA hons (History)
1988-1991 - Redwood High School 1987-1988
David Squire Skills
- Pensions
- Estate Planning
- Finance
- Banking
- Employee Benefits
- Inheritance Tax Planning
- Wealth Management
- Retirement Planning
- Investments
- High Net Worth Individuals
- Business Planning
- Tax
- Trusts
- Small Business
- Protection
- Financial Advisory
- Financial Services
- Retirement
- Insurance
- Wealth Management Services
- Strategic Financial Planning
- Fixed Annuities
- Pension Funds
- Financial Planning
David Squire Summary
- David Squire, based in Lancaster, GB, is currently a Financial Planning Director (Chartered Financial Planner) at Armstrong Watson Financial Planning & Wealth Management. David Squire brings experience from previous roles at Armstrong Watson Financial Planning & Wealth Management, Sedgwick IFS, Britannic Retirement Solutions and Equitable Life. David Squire holds a 1999 - 2005 Chartered Financial Planner in (ASFA) G10, G20, G60 G80, H15, K10, K20, CF6, CF7, CF8 @ Charterered Insurance Institute. With a robust skill set that includes Pensions, Estate Planning, Finance, Banking, Employee Benefits and more. David Squire has 1 mobile phone numbers on RocketReach.
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