David Durrant, APFS

Experience

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  Van Cols

  Apr 1997 - Dec 1999

  Field sales Adviser
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  Beale Dobie

  Apr 2000 - Dec 2002

  Broker Consultant

  Educating IFA's and clients worldwide about the uses of traded endowments and providing them with policies that suited their needs.

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  Scottish Equitable

  Jul 2002 - Apr 2004

  Broker Consultant

  Acted as technical guide and back up for my panel of IFA's so that they understood what Scottish Equitable offered and how to use what we provided.

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  Scottish Life International

  Apr 2004 - Jun 2005

  Regional Manager

  Helping our IFA partners to understand offshore bonds and trusts so that they may use them appropriately and help their clients get the best outcomes.

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  Taylor Bradshaw Financial Services

  Jun 2005 - Nov 2007

  Chartered Financial Planner
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  Moore Stephens

  Nov 2007 - Sept 2010

  Chartered Financial Planner/Investment Manager

  My role involved working with the partners and fee earners within the accountancy practice to ensure their clients receive the best advice in respect of Investments, pensions and general taxation planning as is possible. A priority is the ongoing relationship management in order to retain and develop these connections long term.

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  Weatherbys & Weatherbys Bank Ltd

  Oct 2010 - Sept 2015

  Chartered Financial Planner

  I worked with my private banking colleagues to help develop and implement a new fee based independent advice service within Weatherbys Private Banking based primarily in the Mayfair Office. We worked with existing and new clients of the bank to ensure that their assets are invested and managed in a suitable manner with regard to future event planning and longer term succession planning.

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  Tilney Group

  Sept 2015 - Sept 2019

  Chartered Financial Planner, Partner, Financial Planning

  As Partner, my aim was to build the profile of Tilney within East Anglia, leveraging upon our top reputation and investment performance. We have offices in Cambridge and Chelmsford, With the unrivalled back up that comes with a national investment and financial planning house managing over £28bn of assets on behalf of clients we are able to offer a first class client service and investment proposition. The team working with me are highly qualified and have extensive experience in giving good client service and outcomes. Show less

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  Sabbatical

  Sept 2019 - Mar 2020

  Sabbatical/Resting until Q2 2020
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  Framling Wealth

  Apr 2020 - now

  Chartered Financial Planner

  Framling Wealth is a Wealth Management and Financial Planning business aimed at putting the clients’ needs back at the centre of the advice process. Using the 15 years of experience and the close relationships we have with professional connections we want to ensure that all our clients needs are always catered for professionally and competently. I am also very excited to be working with several external investment professionals to offer a much wider opportunity for our clients with additional capability to target their investment and pension assets to Environmental, Social, Governance, Ethical and Positive Impact strategies. For many of my clients this has been an increasing concern in recent times and it seems that few advisers and investment firms are putting this at the forefront of their client offering. Show less