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David Young

Financial Planner

David Young

Aberdeen Office,
T: 07929 842143
E: David.Young@jcwealth.co.uk
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David is a Financial Planner and divides his time between Glasgow and Aberdeen. He joined our Wealth team in 2017 and has been in the financial sector ever since.

David provides financial planning solutions to both private individuals and corporate clients in all areas of financial planning. He works with clients to develop and implement suitable planning strategies to meet their objectives, helping them understand the things they can do by making a plan for both now and retirement. The goal of building these plans is to ensure that families can answer the question, “Will we be okay?” and allowing them to focus on putting their plans into action.

Specialisms

  • Financial planning analysis
  • Auto enrolment (workplace pensions)
  • Pre and post retirement planning
  • Inter-generational planning
  • Medical and dental professionals
  • Inheritance tax planning

Expertise

Qualifications

  • DipFA

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