David Atack

David Atack

David is our in-house Independent Financial Advisor – for all things money, David is our man. Pensions, investments, protection… personal or business, nothing is too little or too large. David manages portfolios from £10,000 to over a £1million, so never too big nor too small.

David has been an IFA for 10 years, and before that worked at Norwich Union for 10 years, so knows what goes on from both sides.

David is Diploma qualified and a member of the Personal Finance Society. He is also a Recognised Pension Transfer Specialist by the F.S.A and Q4 qualified so able to meet the new post 2012 qualification threshold.

Outside of work, David likes to travel – anywhere, any time.  He also likes any sport that involves a ball, in fact his other half stated that if TV ever showed a Jack Russell dog chasing a ball, David would watch it.