David Bolton

Having been an adviser since 2012 I have a wealth of experience acting for families, directors and trustees. I specialise in retirement planning for directors, professionals, high earners and their families.

My aim is to make a difference to the clients I work with by really understanding what’s important to them and making the complicated simple. My goal is to become their trusted adviser for the very long-term.

I am a Pension Transfer Specialist and work with many clients who have complex retirement arrangements including defined benefit schemes.