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David Freke ACII APFS Chartered Financial Planner - Director

David Freke

T: 01225 788088

E: david.freke@msfsbath.com

Expertise: Pensions (including in connection with divorce), investments, estate planning

David has over 20 years experience in the financial services sector having spent 14 years with two major life and pensions providers. He made the transition to become an Independent Financial Adviser in 2001 and joined Moore Stephens Financial Services in 2004.

David particularly enjoys developing investment strategies, advising on Inheritance Tax planning and pensions. He is a Chartered Financial Planner and is therefore well placed to advise in these complex areas.