David Waters Financial Planning Consultant -

Phone: 7481969048.
Website: quilter.com.
Specialties: Financial advisor, Service establishment.
Other points of interest: Language assistance.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

Location of David Waters Financial Planning Consultant

7481969048

David Waters is a Financial Planning Consultant located at 1629 Richmond Rd, Lexington, KY 40502, United States. You can easily get in touch with him by calling 7481969048. David Waters has a specialized profile in Financial advisory and Service establishment. To learn more about his background, expertise, and services, you can visit his website quilter.com.

One of the key features of David Waters' practice is his commitment to providing Language assistance. By offering this service, he widens his client base and ensures that his services are accessible to a more diverse population. This is a clear example of his dedication to delivering excellent and inclusive financial advice.

As you navigate through his website, you will find a range of articles and resources that will help you understand his approach to financial planning. From retirement planning to investment strategies, David Waters offers a wealth of information that can assist you in making informed decisions about your financial future.

Client testimonials are a powerful tool when it comes to selecting a financial advisor, and David Waters has an impressive track record. According to Google My Business, his company has received 5 reviews with an average rating of 5/5. This kind of feedback speaks volumes about his expertise, integrity, and commitment to his clients.

When searching for a financial planning consultant, it's important to consider several factors, such as their location, experience, areas of expertise, and client testimonials. David Waters ticks all the boxes and offers additional perks like language assistance.

Reviews of David Waters Financial Planning Consultant

Rob Gale

5/5

Last year I had moved to a new job and with that the need to start a new workplace pension, Dave provided extensive knowledge of available options and supported me in developing a plan which will see me well prepared to enjoy life in retirement.

He has been able to explain complicated financial matters simply and effectively and I would recommend him to anyone that is looking at making changes to their financial situation.

Sarah Ireland

5/5

Outstanding knowledge and service. David I want to thank you so much for the invaluable advice you have given me, with me being made redundant and what options I had available to me for my pension, investments and job search. You have gone way above and beyond my expectations of the role of a Pension/Financial Advisor. Taking a genuine interest in my lifestyle, my plans for retirement and the provisions I could put in place to secure mine and my daughter’s future. Your empathetic manner, active listening, and tailoring of the products to my needs was outstanding. I look forward to continuing to build our relationship over the coming years.

Izzy Samphier

5/5

The world of finance, insurance, pensions and investments feels a bit overwhelming to me so having David's help was amazing.

David helped me with my pension, reviewing an old work place pension, providing clear advice before moving it to a better performing platform.

David has helped me understand my finance overall and helped me set up for a better future. Would definitely recommend.

Tom Gallier

5/5

I’d highly recommend David to anyone, I found him extremely personable, and easy to work with.
I initially engaged David’s services to set up something for my son’s future. He explained clearly at each stage, covering off what we were doing and why, and what would be next. We had an extremely thorough review of my situation and goals, and the outcome was a personalised recommendation. I have been very happy with the performance of my sons account, and the Quilter App and Platform is really user friendly. Since then, I have used David again to review and move my pension, and the service was as exemplary as the first time. I’ll be using him again shortly to look at mine and my families protection needs. Professional, transparent, efficient. 5/5.

Dinara Omarova

5/5

Professional, trustworthy and personable - how I can describe David to anyone. I met David at a networking event for freelancers. I've been looking at investing in my financial future for a while, but as a freelancer, I was approaching the subject with caution. I spoke to many financial firms and advisers, but none of them had the same level of attention and safety that David had. After just a few discovery calls, I've signed up for his services and already have two accounts open (Pension and ISA). David walked me through every possible scenario of my financial future, and while I understand that risks are always high with investing, I feel adamant my finances are in good hands. David 'gets' your situation and offers appropriate advice, so don't postpone your financial freedom - speak to David! ?