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Based at
Position
Serving clients in
Bolton, Chorley, Fylde, Lancaster, Cheshire, Lancashire
David Houghton
Associate Director, Independent Financial Adviser
He joined the team in 2016 to concentrate on what he was qualified for and enjoys doing most – delivering high quality financial planning advice.
For David, the real enjoyment of being a financial planner is providing bespoke, holistic advice that allows clients to enjoy their lives, instead of worrying about what’s going on in the world financially. David works with his clients to explain complex information clearly and simply. He genuinely wants to help people to get the best out of their money ensuring his clients get the right advice on investments, savings and pensions.
David is highly qualified, having attained Chartered Financial Planner status several years ago. He believes it is paramount to hold qualifications in order to advise his clients correctly.
David is married with two grown-up children and when time allows, he enjoys going to the gym, long walks with his dog and supporting local community events.
Expertise in
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