David Summers Email

Director @ SeventySeven Wealth Management Limited

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David Summers Location

Goudhurst, GB

David Summers Work

2018 - now Director @
2014 - 2018 Director at Burfields House Wealth Management Limited @
2008 - 2014 Partner @
2003 - 2008 Partner @ David Summers sole trader
2000 - 2002 Sales Manager @
1978 - 2000 Manager @ Woolwich Building Society

David Summers Education

Leeds University
BA Hons (History)
1974 - 1977

David Summers Skills

Management
Protection
Financial Services
Sales
Strategic Financial Planning
Investments
Wealth Management
Inheritance Tax Planning
Pensions
Trusts
Retail
Retirement
Financial Advisory
Retirement Planning
Business Planning
Relationship Management
Public Speaking
Sales Management
Wealth
Financial Planning

David Summers Summary

David Summers, based in Goudhurst, GB, is currently a Director at SeventySeven Wealth Management Limited, Partner Practice of St. James's Place We. David Summers brings experience from previous roles at Principal Partner Practice of St. James’s Place Wealth Management, CRYSTALCLEAR ASSOCIATES LIMITED, David Summers sole trader and St. James's Place Wealth Management. David Summers holds a 1974 - 1977 BA Hons in History @ Leeds University. With a robust skill set that includes Management, Protection, Financial Services, Sales, Strategic Financial Planning and more. David Summers has 1 emails on RocketReach.

David Summers Emails

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Others Named David Summers

David Summers

Group CEO

London, GB

simplybusiness.co.uk
simplybusiness.com

+44 845 602 XXXX
+44 333 014 XXXX
+44 20 7920 XXXX

David Summers

Senior Engineering Manager

Los Angeles, CA, US

yahoo.com
accoes.com

+1 818-388-XXXX
+1 617-838-XXXX
+1 213-239-XXXX
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David Summers Jr.

President

Orangeburg, SC, US

cfevans.com
yahoo.com

+1 803-536-XXXX
+1 803-747-XXXX
+1 803-606-XXXX

David Summers

Head of Compliance and Conduct Risk SMF16

Cardiff, GB

principality.co.uk
gmail.com
gt.com

+44 56 3340 XXXX
+1 219-477-XXXX
+1 408-289-XXXX
...

David Summers

VP Division Controller

Nashville, TN, US

aol.com

+1 812-443-XXXX
+1 615-342-XXXX
+1 615-342-XXXX
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Top SeventySeven Wealth Management Limited Employees

Bob Harvey

Non Executive Director

United Kingdom

77wm.co.uk
lunsford.kent.sch.uk

David Summers

Director

Goudhurst, GB

77wm.co.uk

Adele Abbott

Head Of Operations

Tonbridge, GB

77wm.co.uk

Jake Constable

Trainee Financial Adviser

Maidstone, GB

77wm.co.uk

Christina Acipp

Head of Finance and MI

Royal Tunbridge Wells, GB

77wm.co.uk

Lucy White

Client Care Manager

Uckfield, GB

+44 1892 50XXXX

Jake Dippfs

Trainee Financial Adviser

Maidstone, GB

77wm.co.uk

Rachel Dippfs

Financial Planner

77wm.co.uk

Cameron Dippfs

Financial Adviser

Ashford, GB

77wm.co.uk

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