Profile – A highly qualified Chartered Financial Planner, David Price advises clients across a broad spectrum of financial planning matters, aimed at maximising client’s investments and minimising tax liabilities.
David started in financial services in 1980. Originally with Phoenix Assurance, then Lloyds Bank Insurance Services, he joined Campbell Fisk & Partners Limited, the forerunner of CFPML, in 1995.
Qualifications – Chartered Financial Planner, Associate of the Chartered Insurance Institute, Fellow of the Personal Finance Society and holder of the Investment Management Certificate. Graduate of the University of Sussex.
Likes/hobbies/interests – reading, walking, visiting art galleries and museums, and following both local sport and the fortunes of AFC Bournemouth – the mighty Cherries!
Dislikes – yoghurt