David Pocock

David Pocock

David has worked within the Financial Services industry for over 40 years, with an array of knowledge and experience.

David has experience in all core advice areas, with specialism in Investments, Inheritance Tax Planning, and Pensions.  He holds the Diploma in Financial Planning with The Chartered Insurance Institute.  David prides himself on having built solid and trusted relationships by providing high-quality advice and service to protect his clients’ wealth and help them achieve their objectives – both financial and personal.

“Many clients have become personal friends over the years, there is no greater satisfaction than helping them by delivering complex solutions to meet their goals and working closely with them to realise their financial aspirations.”

Supporting charities, including being Chair of Finance and Treasurer of one of the largest International Aid agencies for 10 years, he has a passion for looking for ways to help build a better community for all.  A family man, happily married to Alison, with 4 adult children.  His interests include actively participating in art where he paints, turns wood and makes fused glass objects. He also has a passion for classic cars where he is building a collection of cars from his year of birth!

Specific Skills:

  • Investment and pre-retirement planning
  • Near and post retirement planning
  • Inheritance taxation
  • Personal taxation self-assessment



Taxation advice and Inheritance Tax Planning is not regulated by the Financial Conduct Authority.