David Snape
Financial Planner @Perspective Financial Group Ltd
Coventry, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2025 — Present
Financial Planner @Perspective Financial Group Ltd
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Bulkington, GB
Providing Independent Financial Advice to my existing customers and new ones
SKILLS
EquitiesInvestment StrategiesIncome ProtectionPensionsSippInvestmentsRetirementStrategic Financial PlanningInvestment AdvisoryMortgage LendingFixed AnnuitiesProtectionRetirement PlanningFinancial ServicesEstate PlanningHigh Net Worth IndividualsInheritance Tax PlanningWealthFinancial AdvisoryPortfolio ManagementTrustsCritical IllnessWealth Management ServicesSavingsWealth ManagementRecruiting
ABOUT DAVID SNAPE
My experience is wholly in the Financial Services sector having started my career with Equity & Law in 1986 following completion of A Level Studies.I now find myself as a self employed IFA specializing in the more complex areas of financial planning such as SIPP\'s SSAS\'s and Portfolio Management.Specialties: Portfolio management and inheritance tax planning.
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