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David Haughton

Financial Adviser

Call me on 01502 532290

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)
Get in touch with David

Latest Articles

Retirement planning with redundancy payments

05.11.2020
David Haughton
Financial Planning, Human Resources
5 min read

It is important that those facing redundancy understand how a pension contribution can have a positive effect on their overall wealth.

Investors must not panic over coronavirus effect and need to keep long-term view

05.03.2020
David Haughton
Financial Planning, COVID-19
3 min read

Despite headlines over the past few days about global stock markets suffering big daily falls, it is important not to panic.

Retirement - An emotional journey?

09.04.2018
David Haughton
Financial Planning
2 min read

Retirement has a habit of creeping up on you whilst you are busy getting on with your life, to the extent that we barely give it consideration until it is almost upon us.

Personal Tax and Private Clients

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

Startup and High Growth Companies

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

SMEs and Family Businesses

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

Corporate Advisory, Tax and Audit

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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