Independent Financial Advisor
Clients say: "I have relied on Dave Holland and John Pickles for sound advice on my changing financial circumstances for many years. They always take time to discuss and understand my current situation at any time. I couldn't be happier with my sense of financial security this relationship has provided me."
We strongly advise that you check the credentials of any financial advisor that you may be considering working with. You can see David's Statement of Professional Standing (SPS) certificate below.
I enjoy helping individuals make the most efficient use of their financial resources. I have extensive experience providing investment, retirement and estate planning services to individuals. My objective is always to provide outstanding service based on thorough research and attention to detail in order to deliver cost-effective solutions.
I have been a registered Financial Advisor since 2009 having previously had a career designing financial information services for banks and large corporations. After moving into financial services, I specialised in retirement planning for several years and have assisted several senior professionals to implement robust tax-efficient financial plans for their retirement.
My experience has also included making plans for expatriates departing from and returning to the UK. I well understand the problems encountered by expatriates having myself worked overseas for 14 years. As well as British expatriates I have also assisted American expats to make provisions for their retirement.Click here to view David's qualifications
Outside of work, I’m keen on running and trying to improve my spoken Cantonese in an attempt to understand my in-laws.
- English Countryside
- Hill walking
- Hash running
- Fried egg
Get to know David
Here’s your opportunity to find out a little more about David.
On an ideal weekend, you can find me:
Jogging around Richmond Park.
My favourite holiday destination is:
My favourite song to play in the car is:
Brothers In Arms.
The first album I bought was:
If I could be any fictional character, I would be:
If I could turn any activity into an Olympic sport, I would win a medal in:
Relaxing in the Jacuzzi.
When the dessert menu arrives, I’m looking for:
The three qualities that draw me to new people are:
Enthusiasm, energy, open-mindedness.
My pet peeve is:
The best gift I’ve ever received is:
The three people at my dream dinner party would be:
The three small things that make my day better are:
Time to jog in the park, coffee, good night’s kip.
My proudest moment as a Financial Advisor was:
A new client making a large investment for his imminent retirement wanted a second opinion regarding the advice I had given. He paid another advisory firm a hefty fee to review my report. The whole plan was endorsed without any recommended modifications.
The three things I love most about my job are:
Solving other people’s problems, being able to make a difference, building relationships.
The types of people I most enjoy working with are:
People who are open about themselves, their experience and aspirations.