David Tyler
Financial Adviser
Kent
David has over 35 years’ experience in Financial Services, including over 20 years as an Independent Financial Adviser. He assists private and commercial clients achieve their own financial plans and aspirations. From complicated tax structures to simple life assurance recommendations and everything in between, he uses his vast experience to create bespoke financial plans to ensure good client outcomes.
Outside of work David enjoys spending time with his wife and two children. If he isn’t in the garden contemplating his next landscaping project, it could be the golf course has beckoned him.
“I first met David in 2019 when I was looking to opt out and consolidate a number of workplace pensions into a single drawdown scheme. He performed a very thorough analysis of my financial situation eventually proposing a combination of keeping half the pot in one pension scheme and consolidating the rest into a flexible access scheme. The resulting solution fits both my income and long-term investment requirements providing the best of both. His ongoing advice has always been excellent with the tedious jargon and required decisions, easily and humorously explained. It is always a pleasure to deal with David and I look forward to our reviews.”
- Jim