David Freke
Chartered Financial Planner at Ascot Lloyd
Based in Bath And North East Somerset, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
Bath And North East Somerset
Industry
Financial Services
Company size
470
Contact information
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d•••••••@ascotlloyd.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About David Freke
I have now been working in financial services for nearly 30 years. The last 13 years as an independent financial advisor and Chartered Financial Planner My main experience is in; Pension planning for individuals and companies Investments Tax planning Estate planning As a member of Resolution,I have been heavily involved in pension and divorce work. Since 2009 I have sat on the Moore Stephens Investment Policy Commitee.
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