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I have been working as an Independent Financial Advisor since 1992, always within my own business. Since 1995, I have worked solely on recommendation from accountants and solicitors acting on behalf of affluent private business owners and senior executives of large, multi-national corporations.
In 1999 I discovered the pioneering work of Rex Sinquefield of Dimensional Fund Advisors of Santa Monica, California, and subsequently established Trusted Advisor Ltd to promote Dimensional's funds here in the UK.
I currently work on behalf of 18 affluent individuals, and am seeking to recruit up to a maximum of 40 customers before the end of 2006.
With an extensive and in-depth knowledge of investment methodology and financial markets, I specialise in portfolio management and lifetime financial planning.
Please feel free to contact me directly on:
Telephone: 0845 345 1646
Facsimile: 0845 345 1647
Mobile: 07802 461 677
Email: david@trustedadvisor.co.uk
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