David Haughton

Financial Adviser

My role 

I am an Independent Financial Adviser. I have clients in London and as far afield as Shetland but the bulk of my time is in our offices in Norfolk and Suffolk. My clients come from all sectors; corporate, trusts, charities and individuals. The majority of my time is spent advising on pre and post retirement as well as investment planning. 

About me 

I am Dip PFS qualified with over 30 years experience in the financial services sector. I am married with 2 grown up children. We share our home with our black Labrador, Brodie. Outside of work I enjoy most racket sports and the occasional round of golf. 

My sectors and specialisms

  • Investment planning for growth and income
  • Business protection
  • Retirement planning
  • Life cover and protecting your family
  • Inheritance Tax and Estate planning
  • Ethical Investments

Speak to me about

  • Pension contributions and reviews
  • Annual allowance, Lifetime Allowance and Pension input reviews
  • ISA, Collectives and Investment Bonds
  • Venture Capital Trusts (VCTs)
  • Mortgage Protection and Income Protection
  • Gifting, Trusts and Enterprise Investment Schemes (EIS)

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

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