David Savage
Wealth Management Partner at True Potential Llp
Based in Dorchester, United Kingdom
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Seniority
Director
Department
Finance & Accounting
Location
Dorchester
Industry
Financial Services
Company size
1.3K
Contact information
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d•••••••@tpllp.com
Phone
5 credits+44 ••• •••• ••••
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Background
About David Savage
A highly motivated, client focused, dedicated professional with an outstanding track record in the Financial Planning Industry I have experience in Banking and Financial Planning spanning 30 years, and a Corporate Financial Planning specialist. My recent experience includes client facing advice, responsible for Trainee training and competency, and Line Management of a Corporate Financial Planning team covering the South West. Having taken redundancy from Natwest, I am now enjoying a career as a self employed Wealth Management Partner with True Potential Wealth Management covering both personal and corporate Financial planning and Wealth Management. As a Chartered Financial Planner, I have obtained Equity Release and Long term Care planning qualifications. I have also obtained the AF3 qualification which allows me to advise on Corporate Pension Planning. I have also passed the RO8 Award in pensions update to allow me to effectively advise on Pension Drawdown options following the Taxation of Pensions Act 2014.
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