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David Bright
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June 17, 2021
David has been working in the Financial Services Industry since 2005, becoming an Adviser in 2007. Having worked at Santander and later NatWest David took the step to become Independent in 2012 and has never looked back. Believing in providing a personalised service for his clients, David likes to take the complication out of Financial
David has been working in the Financial Services Industry since 2005, becoming an Adviser in 2007. Having worked at Santander and later NatWest David took the step to become Independent in 2012 and has never looked back.
Believing in providing a personalised service for his clients, David likes to take the complication out of Financial Planning. Specialisms include Retirement, Later Life planning – including Inheritance Tax solutions – and Investment opportunities for all.
David is a long standing member of the Blackstone Moregate team and enjoying his role of working closely with both clients and colleagues.
Outside of work David enjoys reading, helping charities in his local area, fishing with his sons and football. Having a young family means David is always busy outside of work.
TESTIMONIALS
Kind words from our customers
Apart from the courtesy and warm greeting I experience each time I speak or meet you or any of your team, I am always impressed by the level of knowledge...
Christian Stanley
I have been a client of Vijay Thakkar and Blackstone Moregate for over twenty years. Throughout this time they have carefully and sympathetically managed my small...
John Branscombe
We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances...
Adrian Cowley