David Son DipPFS BA(Hons)

Wealth Management Adviser

I advise clients, both individual and corporate, in terms of their financial planning requirements. My aim is to provide tailored solutions to meet those requirements on a cost effective basis.

I listen carefully to the financial planning requirements, aims and aspirations of clients and then set about developing appropriate financial planning strategies that will provide solutions in an understandable and cost effective way. This will leave clients free to lead their lives and/or run their businesses knowing that their financial planning needs are being professionally managed.

Away from the office I enjoy music, TV and the theatre.

  • Client Testimonials about David Son DipPFS BA(Hons)
  • "My wife and I are very pleased with the service, and attention, which David Son has given us over the years he has been our FA. His advice has been helpful, and good in building up our SIPP, and we trust him implicitly. As one should be able to do with someone handling our financial future! This all goes back to my first policy through Universities Assurance Services, about 45 years ago!"

    Tony, a wealth management client

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07747 012088

Contact David

20 Canons Drive

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