David Brunning FCMI, DipPFS, STEP Affiliate
Independent Financial Adviser
David Brunning Biography
David Brunning is a qualified IFA with thirty years’ experience, gained from a number of roles including being a Divisional Director with a National IFA, and founding, growing & selling his own IFA practice.
Anyone who lives within their means suffers from a lack of imagination.
– Oscar Wilde
A Fellow of the Chartered Management Institute, and supported by advanced Chartered Insurance Institute qualifications, David has advised private clients and their families, as well as business owners & directors, on wealth creation & preservation, often working closely with their tax and legal advisers.
His approach to working with clients is straightforward; understand the client and discuss what they really want to achieve, their concerns as well as their objectives, follow this with careful analysis, clear objective setting and the creation of innovative, practical solutions, and then provide ongoing reviews and support to adapt the plan to meet changing circumstances. As well as a thorough understanding of investment markets, David has a keen interest in Ethical and Impact investing (ESG – Environmental, Social & Governance / SRI – Socially Responsible Investing).
Over recent years David has used his specialist knowledge to become more involved in providing advice and support to legal & accountancy practices, joining both Resolution and The Society of Trustee & Estate Practitioners (STEP);
- Family Law specialists, looking at Pensions on Divorce and associated matters
- Private Client practices, supporting all aspects of private clients work, including Trusts and trustee investments
- Agricultural & Land practices, supporting & facilitating rural diversification and succession planning
Achieving a sensible work / life balance is important to David; married with grown children, he enjoys travel, history, sailing, reading, and watching the rugby he is now too battered to play.
