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David Snelling

David Snelling of Julian Harris Financial Consultants is based in Marlow. David has up to 18 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF3 Chief Executive (AR)
CF30 Customer
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD9A - Advising on P2P agreements

Previous Employment:
Charlton House Wealth Management Limited30/06/2020 to 05/05/2022
Strabens Hall Ltd30/06/2020 to 25/04/2022
Wealth and Tax Management Limited01/07/2019 to 26/09/2019
HSBC Bank Plc11/10/2005 to 03/05/2013
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.