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

Market Harborough

Covers

Leicestershire, Northamptonshire , Rutland

David Bolton

Chartered Financial Planner

Having worked in Financial Services since 2001, I have a wealth of experience acting for families, directors and trustees. I specialise in retirement planning for directors, professionals, high earners and their families.

My aim is to make a difference to the clients I work with by really understanding what’s important to them, making the complicated simple and becoming their trusted adviser for the very long-term.

As a Pension Transfer Specialist, I work with many clients who have complex retirement arrangements including defined benefit schemes. I love helping clients safely navigate into, and through, their retirement.

Ultimately I thrive on building relationships and helping my clients achieve financial peace of mind.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Market Harborough

Covers

Leicestershire, Northamptonshire , Rutland

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