We are very pleased to announce that partner David Bull has achieved Fellowship of the Personal Finance Society. This is the highest professional recognition they award, the pinnacle for those in the personal finance profession. Fellowship demonstrates the highest level of commitment, knowledge, professionalism and experience.
A Chartered Financial Planner with over 14 years experience, David has a great deal of experience helping clients in the run-up to retirement, ensuring that they are able to relax and enjoy peace of mind. He also enjoys helping entrepreneurs and owner-managers make the most of their opportunities, while working, and on eventual exit.
David said: “I am delighted to have been awarded Fellowship of the Personal Finance Society. I look forward to being able to offer my expertise and knowledge to support my clients with their financial planning and ensuring they are in the best possible financial position during their working lives and retirement.”