David Stroomer

Financial Planning Director

David Stroomer is a Financial Planning Director who has been advising clients for over 35 years. He qualified as a Chartered Financial Planner in the 1980s and is an associate member of the Personal Finance Society (PFS). He has a broad range of experience in all aspects of personal financial planning, especially retirement planning, pensions and inheritance tax.

He's passionate about helping clients formulate a plan to achieve their goals and aspirations by carefully considering their financial affairs - an approach which relies on a detailed knowledge of investments, personal taxation and cash-flow modelling.

David is a keen golfer and member of Beaconsfield Golf Club and an enthusiastic football supporter, after following his favourite football team from the age of seven after securing an autograph from a star player! He lives in South Buckinghamshire with his wife.