Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Congleton

Covers

Cheshire, Shropshire, Staffordshire

David Mansell

Independent Financial Adviser

I am a Diploma qualified independent financial adviser with 25 years’ experience of working in the financial services industry. I have considerable experience in all areas of financial planning.

I work with individual and corporate clients alike to help them to achieve their most meaningful financial plans and objectives, ensuring that they receive a personal and professional service that is tailored to their needs.

I strongly believe that to ensure my clients reach their agreed goals, financial advice requires a comprehensive and holistic approach.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Congleton

Covers

Cheshire, Shropshire, Staffordshire

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