David Shirley
Director & Chartered Financial Planner- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
- Certificate in Life & Pensions
- Award in Long-Term Care Insurance
In the office
David has over 15 years’ experience within the financial services industry.
He previously held director positions in other authorised firms before setting up Stratagem Financial Planning together with Paul.
A pension specialist, David is at his best when advising on complex pension, investment and tax planning needs.
Off the clock
Spare time – what’s that?! David and his wife have a toddler son, so life outside of work is filled with Lego, Shrek, Angry Birds, the list goes on…
His hobbies include Manchester City and (most importantly) his barbecue.
David is the proud owner of Kamado Joe Big Joe III and even in the winter snow, you can find him dishing up rotisserie chicken and turkey and honing his smash burger skills.
Importantly
It’s important to always check the credentials of any financial planner you’re considering working with. You can view David’s important information below.
I feel completely and utterly reassured about my financial future.
I am happy with the advice I have been given and the income I receive. David always replies to messages and aims to help as much as he can. I feel very supported.
