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David Bolton

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Midlands

Covers

Leicestershire, Northamptonshire , Rutland

David Bolton

Chartered Financial Planner

Having been an adviser since 2012 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 and making the complicated simple. My goal is to become their trusted adviser for the very long-term.

I am a Pension Transfer Specialist and work with many clients who have complex retirement arrangements including defined benefit schemes.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Midlands

Covers

Leicestershire, Northamptonshire , Rutland

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