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David Dorn

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North East

Covers

County Durham, Northumberland, Tyne and Wear

David Dorn

Independent Financial Adviser

I have over 28 years’ experience as an independent financial adviser specialising in providing financial advice to business and private wealth clients.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an independent financial adviser I provide a holistic approach taking account of clients protection, investment and retirement needs and have developed a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North East

Covers

County Durham, Northumberland, Tyne and Wear

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