View David's...
Qualifications
Certified Financial Planner™
David’s role involves…
David has worked as an independent financial planner for more than 30 years. He primarily works with clients who are looking for assistance with their pensions and investments.
What are the three things you love most about your job?
The personal relationships I build, the enjoyable office environment and helping clients to achieve their financial goals.
When David’s relaxing
David enjoys most sports and has previously played rugby. Even though he has now stopped, he’s still involved with his local rugby club, Bradford & Bingley RFC. He also plays cricket. David is a father of a grown up daughter and enjoys socialising with friends and family in his free time.
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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