Managing Director
Special Interests
- Pensions
- High Net Worth Investments
Qualifications
Financial Planning Certificate
Advanced pensions
Advanced personal investment planning
Tel 01227 818441
Specialisms
Small Self Administered Schemes
Self Invested Personal Pensions
Company Pension Schemes
Taking of Pension Benefits using unsecured pension routes as well as annuities
Further Information
After 12 years as a Partner of Coach House Insurance Consultants, David joined Reeves+Neylan in 1999 as Managing Director of Coach House Financial Services Ltd.
David has extensive experience arranging and advising on pensions. He has been asked to produce reports as an expert witness in pensions and divorce cases. He has also been involved with the winding up of final salary schemes both for trading firms and those who are in liquidation.
Personal Interests
David enjoys sport (particularly golf) and travelling