David Keary
A little about us
David joined JMA in 1996, having worked for a major insurance company for 5 years. He became an owner director in 2007. David is a member of the Personal Finance Society having gained the Advanced Financial Planning Certificate.
David takes real satisfaction in helping clients save tax. ‘I hate to see tax wastage of any kind – and so do my clients. If I can help a client improve their wealth over the long term by implementing the correct tax strategies, I am happy. I see this as a big part of my job.'
Qualifications
Chartered Insurance Institute Qualifications
- Financial Planning Certificate
- Mortgage Advice Qualification
Advanced Subjects
- Pensions (G60)
- Taxation and Trusts (G10)
- Personal Investment Planning (G20)
- Business Financial Planning (G30)
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What customers say
My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.
Trevor Phillips, Surrey
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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.