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Based at
Amber River East Anglia
Position
Chartered Financial Adviser
Serving clients in
East Anglia, Essex, Suffolk
David Robertson
Chartered Financial Adviser
David has been in the financial services sector since 2015. Having qualified as an adviser in 2017, he went on to achieve Chartered status in January 2020.
In addition to being a Chartered Financial Adviser, David holds the Advanced Diploma in Financial Advice and is a specialist in pension transfers, long term care and later life planning. He also holds certification in both mortgage advice and regulated equity release.
David has developed strong relationships with other professionals, which enables him to help clients access other services through referrals to his wider network.
Having worked for two of the largest financial advice networks in the UK, he has benefitted from industry-leading training and thoroughly understands the journey that clients go on when receiving financial advice.
In addition to being a Chartered Financial Adviser, David holds the Advanced Diploma in Financial Advice and is a specialist in pension transfers, long term care and later life planning. He also holds certification in both mortgage advice and regulated equity release.
David has developed strong relationships with other professionals, which enables him to help clients access other services through referrals to his wider network.
Having worked for two of the largest financial advice networks in the UK, he has benefitted from industry-leading training and thoroughly understands the journey that clients go on when receiving financial advice.
Expertise in
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Find out more about David and our East Anglia team
Bringing together three of East Anglia’s leading independent financial advice firms, our highly-qualified teams of financial planning consultants in Colchester and Ipswich have been part of Amber River Group since October 2019.