David Hole

David has over 30 years experience as a Financial Advisor and loves using his wealth of experience, to coach his clients towards achieving their biggest goals.

To find out how David could help you, book in a free initial session today!

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Get to know your coach…

Through my experience and career I have learnt that what I love most, is making an impact by helping people achieve their goals.  I have been helping clients for over 30 years, specialising in Later Life Planning. This includes Pre & post retirement planning, Inheritance Tax Planning, Estate Planning and Long Term Care planning.

As a Financial Coach, I like to focus on building my clients’ confidence and ability to reach their personal financial goals. I am highly motivated by the rewarding sense I feel in seeing my clients achieve their goals and be able to spend their money and time, on what’s most important to them.

At home, I enjoy practising and honing my coaching skills on my five sons. I am keen to keep fit, including swimming, ski-ing, walking and jogging. I love to cook and spend time abroad when possible, including frequent trips to my apartment in Calpe on Spain’s Costa Blanca. Recent trips include Peru, where I trekked Machu Piccu.

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