David McLaughlin

Managing Director - Prosperis Wealth @Prosperis Ltd

Leeds, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

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WORK HISTORY

Aug 2023 — Present

Managing Director - Prosperis Wealth @Prosperis Ltd

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Harrogate, GB

Working closely with the CEO and Management Team to enable the business continue to grow and develop the Wealth Management proposition.

EDUCATION

1988 — 1990

The Henley College

A Level

SKILLS

Financial AdvisoryInvestmentsCritical IllnessEstate PlanningHigh Net Worth IndividualsRetirement PlanningPersonal FinanceRetirement Income StrategiesAsset AllocationSavingsIncome ProtectionProtectionInvestment ManagementInvestment AdvisoryFinancial MarketsInvestment StrategiesWealth Management ServicesInheritance Tax PlanningWealthFinancial RiskAsset ManagementRetirementWealth ManagementEquity ReleaseFinancial PlanningPortfolio ManagementLife InsuranceFinancePensionsSippFinancial Services

ABOUT DAVID MCLAUGHLIN

I am an Experienced Financial Services professional working with clients and in the industry since 1994.Prosperis are leading Independent Financial Advisers & Employee Benefit Consultants. We offer innovative & objective advice and are committed to forming valued and robust relationships with our clients, with the intention of delivering outcomes that exceed their financial objectives.I’m delighted to help evolve and lead the Prosperis Wealth proposition into the next phase of its growth. Established in 2002 there are excellent foundations to build.

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