David Vallance

Partner @Evelyn Partners

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

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WORK HISTORY

Mar 2023 — Present

Partner @Evelyn Partners

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Glasgow, GB

EDUCATION

1993 — 1997

University of Strathclyde

BA with 1st Class Honours, Industrial Relations

SKILLS

Life InsuranceRetirementStrategic Financial PlanningAsset ManagmentAsset AllocationBankingMutual FundsSavingsRisk ManagementIncome ProtectionManagementEstate PlanningInvestment StrategiesDefined BenefitTrustsCritical IllnessEmployee BenefitsCorporate FinanceFinancial ServicesTerm Life InsurancePersonal FinanceInheritance Tax PlanningWealthInsuranceFinancial RiskAsset ManagementFixed AnnuitiesFinancial PlannersWealth AccumulationProtectionPrivate BankingLong-Term CarePersonal Financial PlanningEquitiesIrasHigh Net Worth IndividualsFinancial AdvisoryPortfolio ManagementTaxWealth Management Services

ABOUT DAVID VALLANCE

I am a Partner / Chartered Financial Planner at Evelyn Partners, a financial planning and investment management business, providing personal financial advice and investment management services to private individuals, families, business owners and trustees. I specialise in giving advice to Entrepreneurs from cradle to the grave, regardless of what stage they are in their journey. Pre-and-post exit we can help support their business and structure their personal wealth. We are passionate about putting the power of good advice into as many hands as possible.

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David Vallance — Partner at Evelyn Partners in Glasgow, GB | Unifers