Home › Financial Planners › Amber River SFIA › David Etches

Based at

Amber River SFIA

Position

Independent Financial Planner

Serving clients in

Bristol, Somerset, Wiltshire, Gloucestershire

David Etches

Independent Financial Planner

David started his career as a financial adviser in 1987. Having been part of the profession’s evolution in the decades that followed, he’s a keen advocate of personal development and growth.

David is proud to call himself a financial adviser and values the strong bonds he builds with his clients, some of whom have been with him from the start. He now advises two generations of clients, which gives him enormous satisfaction.

Outside of work David is a volunteer in a theatre company and sings in a male voice choir.

Expertise in

Savings
Investments
Pension Planning
Retirement planning
Ethical Investing
Tax Planning
Intergenerational planning
Pension Consolidation

Talk to David , call Amber River SFIA

01628 952 900

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How much life insurance do I need?

Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your family need if something was to happen to you?

4 May 2023

Should you consolidate your pensions?

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Find out more about David and the Amber River SFIA team...

Amber River SFIA provides a variety of financial planning services, from investments to mortgages, while also specialising in School Fees Planning. Their advisers aim to build a lasting relationship with clients. They take pleasure in witnessing them achieving their goals, helping them to adapt their personalised financial plan if and when surprises occur along the way.

What our clients say

Mr Moss, Ilminster

We have been customers of SFIA for more than 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds, and investments.

We have been customers of SFIA for more than 10 years and it is fair to say that they have been instrumental in ensuring our financial stability and security. We have been absolutely delighted with the advice we have had over the years, specifically on school fees, mortgages, pension funds, and investments. Mr Moss, Ilminster

Retired couple, Winchester

We have found Alan always has an upbeat outlook on the financial world, which is very reassuring. This has led to a significant impact on our finances.

We have found Alan always has an upbeat outlook on the financial world, which is very reassuring. This has led to a significant impact on our finances. Retired couple, Winchester

Dr Caroline Hanlon, Oxford

The bespoke service that Cheryl provided of visiting our home when it suited us, made it possible for us to incorporate expert financial planning into our busy family life. She made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals.

The bespoke service that Cheryl provided of visiting our home when it suited us, made it possible for us to incorporate expert financial planning into our busy family life. She made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals. Dr Caroline Hanlon, Oxford

Mr Bailey, London

My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance.

My adviser weighed up my needs and lifestyle very thoroughly and efficiently and was constantly upbeat despite my having only quite modest means. She was right on target with ideas and showed an excellent understanding of my situation, allying this to an upbeat and friendly attitude which inspired confidence and assurance. Mr Bailey, London

A client, Dorset

I have no hesitation in recommending my adviser for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it.

I have no hesitation in recommending my adviser for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support is always there when you need it. A client, Dorset

Mr Hewland, London

It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund.

It was my accountant who recommended SFIA to help me organise my pension. My adviser has been very helpful in describing – using layman’s terms – the various options and pension products available and scheduling yearly catch-up meetings to review pension performance and changes to the fund. Mr Hewland, London

Speak to us

To request an appointment call

01628 952 900

Or ask David to contact you