Location: 7A The Broadway, Cheam, Sutton, Surrey, SM3 8BH
Tel: 020 8642 3680
Fax: 020 8661 1739
David joined JMA in 1996, having worked for a major insurance company for 5 years. He became an owner director in 2007. David is a member of the Personal Finance Society having gained the Advanced Financial Planning Certificate.
David takes real satisfaction in helping clients save tax. ‘I hate to see tax wastage of any kind – and so do my clients. If I can help a client improve their wealth over the long term by implementing the correct tax strategies,
I am happy. I see this as a big part of my job.'
Chartered Insurance Institute Qualifications
- Financial Planning Certificate
- Mortgage Advice Qualification
- Pensions (G60)
- Taxation and Trusts (G10)
- Personal Investment Planning (G20)
- Business Financial Planning (G30)