David Little
Financial planning
Areas of expertise
David has significant experience in all areas of wealth management, specialising in lifetime wealth modelling, retirement structuring and estate planning for high-net-worth families. Tax optimisation is also a key area of advice where he excels.
Experience
David is a highly qualified Chartered Financial Planner and Fellow of the Personal Finance Society, with over 25 years’ experience in Financial Planning since graduating from university with an Honours Degree in Financial Services.
He is passionate about his work and prides himself on turning complex, often daunting, financial situations into simple and understandable plans for his clients.
Notable client work and achivements
David is seen as a “Trusted Financial Planner” to his clients, assisting with their complex financial situations, including asset preservation for UHNW families and inter-generational structuring of their wealth.
He specialises in helping clients approaching retirement, including structuring their post-retirement income in a tax efficient manner using their different “jigsaw pieces” of wealth. A key area of this planning is the use of lifetime wealth modelling, where he helps his clients visualise their financial futures using advanced modelling solutions.
He lived in Switzerland/Europe for several years, advising UK Expat clients on preparing and structuring their wealth for life abroad, including assisting with their change of domicile.
Professional qualifications/memberships
Fellow of the Personal Finance Society (FPFS)
Chartered Financial Planner (APFS)
Advanced Financial Advice (LIBF)
BA(Hons) Financial Services