David Stokes

Chartered Financial Planner

David specialises in helping his clients make efficient use of their wealth. David’s clients often reach out during times of transition in their lives, when their work position has changed, when considering selling their business, looking to retire or simply want more support throughout retirement.

David is a Chartered Financial Planner and Fellow of the Personal Finance Society, and has worked in some of the largest financial advice firms in the Midlands, supporting clients dealing with complex financial planning scenarios.

When he’s not working, David can often be found with his family, playing and coaching cricket, the very odd round of golf and hiking.