Advisers, is this your profile? Click here to confirm and add details

David Schofield

David Schofield of Independent Financial Adviser Ltd is based in Bedford. David has up to 15 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)

Previous Employment:
Urban and Rural Financial Solutions Ltd06/08/2021 to 24/04/2024
Gracechurch Wealth Management LLP20/02/2014 to 16/02/2018
Magma Wealth Management Limited24/11/2014 to 16/02/2018
Wesleyan Financial Services Ltd03/10/2011 to 10/02/2014
Quilter Financial Services Ltd03/02/2009 to 24/09/2010
Independent Mortgage Solutions03/02/2009 to 24/09/2010
My Pension Expert