David Charlton

Paraplanner

Work History
David brings a wealth of experience having spent most of his working life engaged in financial services where he has performed several different roles. He joined Financial Management in 2013, helping to research the best products when creating a client’s personalised financial plan.

What do you like best about your job?
David obtains great satisfaction in providing a personal service to achieve clients’ priorities and financial goals.

Interests outside of work?
When he’s not at work, David enjoys watching and participating in all types of sport and he’s a big fan of listening to live music.

Office
Tylers Corner

Telephone
01494 819824

Email
david@fmifa.com

Member of the Personal Finance Society

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financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423

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