David Bolton

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.