David Toner Location
Durham, GB
David Toner Work
- 2017 - now Partner @ True Potential LLP
- 2016 - 2017 Financial Adviser - Wealth Management Specialist @ Evans Rossouw & Young Wealth Management
- 2013 - 2016 Wealth Management partner @ True Potential LLP
- 2011 - 2013 Financial Planning Manager @ AXA Wealth
- 2009 - 2011 Financial Adviser @ Co-operative Financial Services (CFS)
- 2007 - 2009 Independant Financial Advisor @ The Money location
- 2005 - 2007 Professional Investor and Training to be an Independent Financial Adviser (IFA) @ Professional Investors, LLC
- 1999 - 2005 Senior Managing Director @ Wanderers Travel
David Toner Education
- ifs University College
Level 4 Diploma in Financial Services (Financial Planning and Services)
2007 - 2019 - Mentor Education Austrlaia
Advanced Diploma Financial Planning (Financial Planning)
2014 - 2017 - Mentor Education
Advanced Financial Planning (Financial Planning and Services)
2014 - 2016
David Toner Skills
- Strategic Financial Planning
- Financial Analysis
- Financial Modeling
- Financial Risk
- New Business Development
- Business Strategy
- Business
- Business Planning
- Management
- Sales
David Toner Summary
David Toner, based in Durham, GB, is currently a Partner at True Potential LLP. David Toner brings experience from previous roles at Evans Rossouw & Young Wealth Management, True Potential LLP, AXA Wealth and Co-operative Financial Services (CFS). David Toner holds a 2007 - 2019 Level 4 Diploma in Financial Services in Financial Planning and Services @ ifs University College. With a robust skill set that includes Strategic Financial Planning, Financial Analysis, Financial Modeling, Financial Risk, New Business Development and more. David Toner has 2 emails and 1 mobile phone numbers on RocketReach.
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Top True Potential LLP Employees
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Luis Mcsi
Partner at True Potential LLP
London, GB31 -
Chris Leyland
Head of Investment Distribution at True Potential LLP
Newcastle upon Tyne, GB1 -
Bruce Inglis
Head of Digital at True Potential LLP
Edinburgh, GB23 -
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Christian Gardner
Head Of Compliance at True Potential LLP
Newcastle upon Tyne, GB2 -
Aidan O'Kane
Head of True Potential Adviser Services at True Potential LLP
Newcastle upon Tyne, GB1 -
Sam Manson
Head of Client Experience at True Potential LLP
Newcastle upon Tyne, GB21 -
John Watson
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Gary H
Head of Security at True Potential LLP
Middlesbrough, GB1 -
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1
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