David Waters Financial Planning Consultant

David made the process of consolidating my previous work pensions into a new Quilter product very easy, working around my diary to get the fact finding processes and applications done.

David provided fantastic advice from start to finish helping us review our life insurance, income protection and critical illness policies. We managed to secure better cover for ourselves and saved money! Definitely would recommend you get in touch with David!

David has been excellent for myself and my wife. I was recommended David after a past bad experience and have been exceptionally happy with the advice and guidance David has offered, and all with a very personal, friendly and completely transparent approach. Everything has been performing very positively since day one. Couldn't recommend David enough!

David Waters has been very helpful to me, arranging the most tax efficient way to deal with the rising tax burdens on my business, and the cash I receive from it. I believe now, that with David’s help I’m on the right track.

Outstanding knowledge and service. David I want to thank you so much for the invaluable advice you have given me, with me being made redundant and what options I had available to me for my pension, investments and job search. You have gone way above and beyond my expectations of the role of a Pension/Financial Advisor. Taking a genuine interest in my lifestyle, my plans for retirement and the provisions I could put in place to secure mine and my daughter’s future. Your empathetic manner, active listening, and tailoring of the products to my needs was outstanding. I look forward to continuing to build our relationship over the coming years.

I’d highly recommend David to anyone, I found him extremely personable, and easy to work with. I initially engaged David’s services to set up something for my son’s future. He explained clearly at each stage, covering off what we were doing and why, and what would be next. We had an extremely thorough review of my situation and goals, and the outcome was a personalised recommendation. I have been very happy with the performance of my sons account, and the Quilter App and Platform is really user friendly. Since then, I have used David again to review and move my pension, and the service was as exemplary as the first time. I’ll be using him again shortly to look at mine and my families protection needs. Professional, transparent, efficient. 5/5.

Last year I had moved to a new job and with that the need to start a new workplace pension, Dave provided extensive knowledge of available options and supported me in developing a plan which will see me well prepared to enjoy life in retirement. He has been able to explain complicated financial matters simply and effectively and I would recommend him to anyone that is looking at making changes to their financial situation.