David Crabbe Chartered Alibf

WORK HISTORY

SKILLS

ABOUT DAVID CRABBE CHARTERED ALIBF

I have worked in the Financial Services sector for over 25 years, beginning my career as a cashier with Halifax. Through consistent performance and client-focused service, I progressed into roles including Banking Adviser, Business Banking Manager, Mortgage Adviser and now Financial Adviser.I am a Chartered Associate of the LIBF and a Level 6 qualified Pension Transfer Specialist. I specialise in complex pension planning, estate planning and investment strategy, helping clients make confident, well-structured financial decisions.I am passionate about building long-term relationships based on trust, transparency and regular communication. My approach combines robust investment processes with intelligent tax planning, including the effective use of trusts to mitigate Income Tax and Inheritance Tax liabilities. I particularly enjoy using cash flow modelling to help clients visualise their financial future and achieve the lifestyle they aspire to.Quilter Financial AdvisersQuilter Financial Advisers is a UK advisory business dedicated to helping individuals and families achieve financial security and long-term prosperity. We pride ourselves on delivering high-quality, face-to-face advice through a nationwide team of experienced advisers.We are part of the Quilter Financial Planning network, which is wholly owned by Quilter plc — a leading provider of financial advice, investments and wealth management services in the UK and internationally.Quilter Financial Advisers rebranded from Charles Derby in January 2020.