David Wingar CFPTM Chartered MCSI
Managing Partner

Contact

T: 01656 652199
E: dew@famllp.com

LinkedIn

Qualifications

  • Certified Financial Planner
  • Chartered Wealth Manager
  • Chartered MCSI
  • CII Diploma in Regulated Financial Planning
  • Certificate in Pension Transfer Advice

About David

David heads up a small team of highly qualified advisers and experienced administrators. He joined the financial services industry in 1988, working with Allied Dunbar and became an Independent Financial Adviser (IFA) in 1992. He attained partnership in an IFA practice the following year. This position continued until David left the practice and entered into a new partnership with two other colleagues, who together formed Future Asset Management LLP in December 2004. David has a vast amount of experience in financial services in advising clients and the running of a successful financial services practice.

David continues to develop his wealth of knowledge and experience in financial services as a whole and is authorised to transact business in the complex pension transfer market. He was awarded Certified Financial Planner status in 2010 and has now Achieved the status of Chartered Wealth Manager through the CISI.

David is also a professional speaker and has spoken at meetings throughout the UK and internationally as well as presenting to other financial advisers his concept of a fee-charging practice.