David Langley

Background

About David Langley

I love working with highly motivated and successful entrepreneurs from all around the UK, providing them with my wealth of knowledge, particularly in pre- and post-retirement planning, business exit strategies, investments, pensions, and tax planning. I have three types of clients. Are you one of the following? Serial Entrepreneur - You are always looking for the next challenge or bright idea. You love the thrill of building a business from nothing and achieving a successful exit before moving onto the next challenge. Solo Entrepreneur - You create a fantastic business that is not a job but a vocation. Your company is a labour of love; you love watching it grow from strength to strength and will only pass the mantle over once you are truly sure they are ready to retire. Multi-Business Entrepreneur - You like to have your fingers in several different pies. You usually start with a company that is a labour of love, but unlike a solo business entrepreneur, you find a trusted individual or board to run the company. Therefore, giving you time to focus on different venues whilst still retain some control in the original company. Each entrepreneur comes with their own ideas, problems, lifestyles, ambitions and expectations. My role is to work closely with you to efficiently structure your personal financials during the four different business life cycle stages (Startup/purchase, Growth, Maturity and Decline/reinvention/Renewal). Furthermore, and arguable more important, work with you through the different stages of your personal financial life cycle (Pre-retirement, transition into retirement, post- retirement and Legacy planning). Clients join me at different stages of both cycles, so never think it is too early or too late to start a conversation around your financial planning. Planning, whether personally or professionally, is critical to success. The most rewarding part of my job is building lasting relationships with you, my clients, helping you and your family identify and achieve your financial goals. I do this through building individually tailored plans, aiming to give you the peace. Outside of work, I am a keen golfer (although not the best). I love Rugby and enjoy a trip to Twickenham and our local club. In the winter, I always try to fit in a skiing or snowboarding holiday. There is nothing better than having a drink in your hand, next to a log fire, overlooking the mountains with your friends and family. I am happy to provide you with a free, no obligation review in person, via video conferencing, or by phone.