David Durrant

Chartered Financial Planner @Framling Wealth

Cambridge, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2020 — Present

Chartered Financial Planner @Framling Wealth

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Cambridge, GB

Framling Wealth is a Wealth Management and Financial Planning business aimed at putting the clients’ needs back at the centre of the advice process. Using the 15 years of experience and the close relationships we have with professional connections we want to ensure that all our clients needs are always catered for professionally and competently. I am also very excited to be working with several external investment professionals to offer a much wider opportunity for our clients with additional capability to target their investment and pension assets to Environmental, Social, Governance, Ethical and Positive Impact strategies. For many of my clients this has been an increasing concern in recent times and it seems that few advisers and investment firms are putting this at the forefront of their client offering.

EDUCATION

1987 — 1988

Cambridge College of Agriculture

Equine Science

1993 — 1996

University of Leicester

BA(Hons)

SKILLS

Inheritance Tax PlanningWealthAsset ManagementIncome ProtectionFinancial ServicesPersonal FinanceTrustsCritical IllnessInvestmentsWealth ManagementFixed IncomeSalesFinancial PlannersRetirement PlanningBusiness StrategyHigh Net Worth IndividualsBusiness PlanningPension FundsInsurancePortfolio ManagementEstate PlanningManagementEquitiesFinancial AdvisoryRetirementStrategic Financial PlanningStrategySuccession PlanningFinancial MarketsTaxWealth Management ServicesFinancial PlanningMortgage LendingInvestment AdvisoryPrivate BankingInvestment ManagementInvestment StrategiesAlternative InvestmentsCustomer ServiceEmployee Benefits

ABOUT DAVID DURRANT

Chartered Financial Planner and Associate of the Personal Finance Society (APFS) with…

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David Durrant — Chartered Financial Planner at Framling Wealth in Cambridge, GB | Unifers