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.
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Appreciate the work done this year in growing my investment
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you…
Exceeded any expectations we had
I received very prompt, easy to understand information with reference to my position as Power of Attorney for my Downs Syndrome brother regarding a query to transfer his pension to a ‘Drawdown Pension’ to allow funds to be accessed, above and beyond his regular payments, for private health care if government care is insufficient. I received a detailed email laying out important points to consider and suggestions to contact official bodies to acquire clarification. David provided a level of service which exceeded any expectations we had, given our other dealings with financial advisers, and my family and I are extremely grateful.
Happy to recommend you
I am very happy to recommend you for all the help and assistance you have given me over the years. I hope that we will be able to continue our good relationship in the years to come and look forward to the next project.