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  • The end of the tax year 2014/15: another financial milestone
    30.03.2015
    The UK is nearing the end of its tax year, meaning it’s that time again to think about your residency, taxation liabilities, pension and ISA contributions. This tax year will end on 5th April and we’re now heading into the busiest month of the year for private client advisers and accountants. If you have changes to be made or require a full review of your financial circumstances, now is probably …

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David Howell | Chief Executive Officer

David Howell | Chief Executive Officer

David Howell has worked within the financial services industry for over 25 years both in the UK and Internationally.

Having gained the relevant experience and successfully completing the Chartered Insurance Institute’s Financial Planning Certificate, David established his own UK advisory firm 17 years ago. Initially acting as a qualified adviser he has graduated into the role of Chief Executive Officer as the firm has expanded.

David ensures the brand values are upheld, the overall vision is maintained and compliant regulations are adhered to throughout the world. David has recently resigned as a Magistrate, a role he had held for over 12 years and is testament to his moral standing within the local community. David has held the post of Chairman of the Leeds branch Institute of Financial Planners, yet another significant sign of his professionalism.

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