David Cole

David Cole

Financial Planner

David’s specialist fields are Investments, Pensions, Long Term Care Provision and all areas of Protection for both individuals and businesses.

He is a member of the Personal Finance Society and holds the Diploma in Financial Planning (including the JO6 paper which requires specialisation in Investment Principles, Markets & Environments), as well as an honours degree in economics. In addition, he has attained the CF8 qualification in Long Term Care Insurance which enables him to advise clients on the most appropriate way to cover the cost of care fees.

Having previously worked for Standard Life and Aegon in a variety of roles, dealing on a face to face basis with hundreds of IFA’s, he has a detailed knowledge of what makes a good adviser. Consequently, he prides himself on providing the highest levels of service and ensuring clients fully understand every step of the advice process.

Outside of work David is a keen cricketer, member of Yorkshire CCC and follows and plays many other sports including football, golf and squash.

 

*Your home may be repossessed if you do not keep up repayments on your mortgage

*The value of pensions and investments can fall as well as rise. You may get back less than you invested

 

Contact David.

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  • I am available to chat via email or phone at the details below,
    where you can arrange a meeting (if required).

Regent Street Advisers Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Regent Street Advisers Limited Registered in England & Wales No. 10277458.

Registered Address: 19 Victoria Road, Barnsley, South Yorkshire, United Kingdom, S70 2BB

The Financial Conduct Authority do not regulate Buy to let Mortgages and Estate Planning

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Any external links that depart from the regulatory site of Regent Street Advisers Limited. Neither Regent Street Advisers Limited nor Quilter are responsible for the accuracy of the information contained within the linked site.