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

Contact David

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The form has been submitted

Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.