David Goldschmidt
23/05/2022

David is an authorised Independent Financial Adviser and has worked within Financial Services since 2012.
He advises on a broad spectrum of financial planning areas, including but not limited to Pensions, Tax Efficient Investments, Estate Planning and Equity Release.
He particularly enjoys developing and maintaining strong relationships with clients and believes that everyone can benefit from a tailored, well-thought-out financial plan.
Outside of work, David enjoys spending time with his young family, travelling and being on a tennis court.
RECENT POSTS
-
Good to talk: Opening up on the tricky topic of family inheritance16/11/2023
-
Fair share: Prioritising pensions during a divorce31/10/2023
-
Right first time: Three routes into home ownership12/10/2023
-
Rising interest: Turning attention to cash strategies in wake of rate hikes28/09/2023
-
Legacy planning in the face of rising inheritance tax liabilities14/09/2023