We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
David has over thirty years experience in the profession, including working within the Banking sector with Lloyds TSB and the Investment Bank Brown Shipley. He has also held senior positions with Consulting Actuaries HSBC and Sedgewick Noble Lowndes.
In addition David spent a number of years as Senior Investment Manager at Discretionary Fund Managers & Stockbrokers, Investec before finally deciding to set up DC&A.
Trudi has been working in the Financial Services Industry since graduating from Liverpool University with a BA in Economics 19 years ago. Initially working for the banks independent arm as a financial adviser before working at DC&A, where she thoroughly enjoys the variety and challenges of working with David! She is very well qualified in Financial Planning, even achieving a distinction in the Advanced Financial Planning Certificate in Tax & Trusts.
Our Locations:
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Main Office - 22 Cowley Hill Lane, St Helens, WA10 2AD
01744 451877
Business Name
DC&A Financial Planning
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