Our aim is to be with you for your lifetime.
Our financial planning is centered around you, your family and your life. We want to help you get to where you want to be.
We've got one promise...
We will always do our absolute best for clients, in everything we do.
With this at the heart of our culture and our values, this ensures that no matter who we work with, they get the very best out of our service.
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David Nelson
Director & Chartered Financial Planner
David has over 20 years of experience in financial services, driven by a passion for delivering real value through financial planning. He helps clients gain clarity about their future and puts actionable plans in place so they can live the life they want.
As a Certified Financial Planner™ (one of only just over 1,000 in the UK) and Chartered Financial Planner, David believes in continuous learning and staying ahead in a constantly evolving profession. He lives in Ayrshire with his wife and three children, where family life keeps him happily busy.
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Likes
Dislikes
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Spending time with family
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Paddleboarding
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Making bread
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Sweetcorn
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Being late
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Snakes
What we will never do.
We will not make predictions about the stock market.
Why? Well, because the overwhelming evidence points towards it being completely pointless. We prefer to focus on the things we can control, instead.
We won't invest any of your money without a plan.
Investing without a robust financial plan in place is about as useful as a chocolate teapot. It doesn't make sense.
We won't advise you to do anything we wouldn't do.
To make sure that you can fully trust everything we say, we are concrete on the fact that you can be sure we stand by our convictions.
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