
David Charlton
Paraplanner
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.
Tylers Corner
Telephone
01494 819824
Email
david@fmifa.com
Member of the Personal Finance Society
Contact David
When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.