David Thurlow

Chartered Financial Planner and Investment Manager - Member of the Investment Committee

What matters most to our team both at work and in personal time:

Professionally – being part of a team that really cares about their clients and each other.  It matters that my skills and experience are valued by clients.

Personally – travelling and spending time with my children and grandson.  Also a cracking Sunday dinner, with plenty of roasties definitely matters to me.

My experience

I am a Fellow of the Personal Finance Society and an Associate of the Chartered Insurance Institute. I’ve been working in financial planning and wealth management for over 36 years, specialising in

  • Holistic retirement planning
  • Investments including non-mainstream investments (Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT)
  • Tax planning

Qualifications 

  • Chartered Financial Planner
  • Tax and Estate Planning Accreditation
  • Pension Transfer Specialist
  • Authorised Investment Manager

Email: davidthurlow@mmwealth.co.uk

Meet the rest
of our team

As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.

Meet the team

Get in touch today

We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.

T. 01223 233331

E. info@mmwealth.co.uk

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