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Home » Staff » David Perry

Senior Financial Planner

David joined Alan Boswell Financial Services in 2007 after an extensive career as a broker consultant for a number of companies latterly working in London for Clerical Medical’s National Account team looking after a portfolio of National IFA’s. A past Chairman of the Eastern region Professional Finance Society he took the advanced financial planning certificate and is Diploma qualified with the CII.

Based at Alan Boswell’s Cedar House office as a senior financial planner David is involved in Wealth planning advice for a larger number of personal and corporate clients, having steered the company through its auto-enrolment project. David specialises in all aspects of corporate pension and protection planning as well as providing personal advice to his wealth clients, which encompasses all aspects of pension and investment planning.

David enjoys spending time with the family and has recently qualified as an umpire for the English Cricket Board, which will keep him busy in the summer months, whilst the winter is taken up following his home football club Fulham.