Buzzacott has been recognised as a leading auditor in the Charity Finance Audit Survey 2018 … Read more
The tier 1 visa also known as the 'golden visa' for the super rich will be suspended to allow the Home Office to crackdown on crime. What do we think the impact will be? … Read more
The user group will give you an opportunity to get the latest news from Buzzacott and Blackbaud. … Read more
130 Wood Street, London, EC2V 6DL
enquiries@buzzacott.co.uk T +44 (0)20 7556 1200
David joined Buzzacott in 2017 and is a Senior Manager in the Financial Planning team.
Working with both UK taxpayers and US taxpayers living in the UK, David advises and provides guidance to individuals and families from a broad range of backgrounds including; entrepreneurs, retirees, city professionals, and those working in the media and entertainment sector. He helps his clients understand their finances, building a robust financial plan to help them achieve their goals.
In particular, David’s specialist areas of expertise are:
David is a Chartered Accountant and Chartered Financial Planner.
Prior to joining Buzzacott, David worked as a Financial Planner at Tilney Group and before that, as a Senior Associate at PwC.
It also helps to avoid overly complex investment strategies.
If you’re unsure which decisions to make about family wealth or how to go about planning for your future, don’t worry. Our services are designed to help provide clarity on your financial position.
Your journey starts with a fee-free meeting to discuss your current situation and future goals. We take the time to look at everything money-related, and if we don’t offer a particular service, we work alongside trusted third parties to give you joined-up advice. We offer independent advice that is built around you, not on products and without ties to investment providers. We also provide an indication of our fees so you understand upfront the cost of our services. No stress, no surprises.
You need a clear lifetime strategy shaped to your aims, but flexible enough to keep evolving as you do. Tell us what you want, when, and what risk means to you. Then together we can build a flexible plan to meet these objectives. To make your life easier, we can marry financial planning with our investment management and tax services to manage your wealth in a way that reflects your personal objectives and circumstances.
We are a financial planning led team seeking to build a long term relationship with you and your family where appropriate. Our focus is on understanding your current and future objectives in order to develop a clear plan to meet these and help you implement this.
We do not offer any in-house financial products, meaning the recommendations we provide are not prejudiced towards specific products or solutions. This enables us to provide absolutely independent advice to our clients.
We can work with you on your trusts and tax planning, as well as your long term investments, to ensure that your portfolio remains tax efficient and tax does not become a drag on performance.
We work with US clients on both their financial planning and investment management needs. Importantly, we can ensure that this is delivered in a tax compliant manner.
Whether you wish to self-manage your investments, have an existing discretionary investment manager or have not invested monies up to now, we can help. Through our integrated wealth management offering, we can combine your financial planning objectives and approach to risk with an investment management solution tailored to you.
Clarity is key
Above all, with us you get clarity. Clarity about your money and everything we’re doing to help you reach your goals.
Buzzacott Financial Services Limited is authorised and regulated by the Financial Conduct Authority.
