David Hulland

Chartered Financial Planner @Foster Denovo

Burton Upon Trent, GB

I specialise in helping busy professionals and business owners gain clarity, confidence and control over their financial future so they can live the life they want.My approach is centred on you: your aspirations, values and the legacy you want to leave behind. Whether you’re looking to build tax-efficient wealth, protect your family’s future, plan for a comfortable retirement or understand how your finances can fund your ideal lifestyle, I’m here to help.I’m a lifestyle financial planner first and foremost.That means we start by understanding what’s important to you, the life you want and the goals you’d like to achieve. From there, we explore your current position, consider your options, and build a clear plan that keeps you in control. My role is to help you make informed decisions every step of the way, always aligned with your ambitions.A confident financial future also means having the right protection in place. Together, we look at how to safeguard what matters most. Ensuring your income, your business and your loved ones are secure, whatever life throws your way. From protecting your family’s lifestyle to making sure your business can continue to thrive if something unexpected happens, I help you put the right foundations in place so you can move forward with certainty.The areas I typically support clients with include: Tax-efficient investing - Making your money work hard, while minimising unnecessary tax. Bloodline protection — Ensuring your wealth passes to the people you care about, exactly as you intend. Retirement planning - Helping design and fund the retirement you deserve. Cashflow modelling - Giving you a clear roadmap of your financial future, so you can make confident decisions today.Financial protection planning - Making sure you, your family and your business are resilient against life’s uncertainties, with tailored solutions to secure your income, business continuity and shareholder interests.

Derby College

Distinction

West Park Community School

GCSE