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.
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Friendly and efficient
I have always found Pembroke friendly and efficient.
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.
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
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.