David Charlton


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.

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01494 819824


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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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Thank you for this confirmation to investment additional funds to your ISA. Your adviser 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.