Financial Adviser in Salisbury, Wiltshire

Pension Investment Protection Mortgages

David Holt

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Cross Keys House
22 Queen Street

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I am an independent financial adviser in Salisbury, providing a fee based financial planning service with a key focus on retirement planning, pensions and tax-efficient investments.

I work with business owners and private individuals to help them plan a financially secure, comfortable and fulfilling retirement. Often it is the first time they have really considered their current net worth, future income streams in retirement and potential legacy.

Accruing wealth and capital for future income, demystifying the world of pensions, explaining pension income options at retirement and using the tax-breaks still available are a core part of the financial advice delivered as holistic financial planning, in a clear, concise way.  As an IFA (Independent Financial Adviser) I am able to provide advice from the whole of the market.

I help people reach decisions on what they wish to do with the rest of their life, establish what it will cost and recommend how to achieve it.

I offer financial advice in Salisbury and the surrounding areas, including but not limited to;

  • Amesbury
  • Andover
  • Winchester
  • Warminster
  • Shaftesbury
  • Gillingham
  • Marlborough
  • Romsey
  • Basingstoke

I would be delighted to discuss and demonstrate the very clear way in which financial advice is delivered, the use of charts, graphs and pictures to illustrate the implications, risk and opportunity of my recommendations and the open, affordable way in which I charge for my services.

If you are looking for a financial adviser in Salisbury, please contact me to arrange your complimentary, no-fee, initial consultation (either face-to-face or over the phone).