Senior Financial Planner
David Crawford is a Chartered Financial Planner who has worked in the financial services industry for over 35 years, with more than 17 of those spent in his current role. He's passionate about helping clients achieve their goals and objectives. Time with clients and working to develop long-term relationships is very much what motivates him.
David specialises in helping clients build their long-term savings towards agreed objectives. The main objectives are planning for retirement, options at retirement and maintaining lifestyles in retirement in a sustainable and tax-efficient manner. David's client relationships often extend to wider family as no plan is really complete without plans to successfully pass wealth on to loved ones. Having a well thought out plan, which is reviewed regularly, is fundamental to successful financial planning.
David lives in Wimbledon, and is married with two children - one at secondary school and one at primary school - so life is never dull! His interests include running, football (watching and playing) and making the most of family time together. Enjoying good holidays together is really important to David and his family, so having a holiday to look forward to is high up on his list of priorities.