Reviews and Ratings for Financial adviser David Wilson, Guildford

David Wilson

Managing Director & Financial Planner

On the job

As one of our directors and a financial planner, David specialises in retirement planning and cashflow modelling. He primarily works with retiring individuals and couples, as well as directors of limited companies, helping them achieve their financial goals and secure their futures.

Time to relax

David enjoys playing tennis, cooking, and spending time with his family. He also loves listening to podcasts and audiobooks about politics, history, and economics.

Spotlight questions

What’s your favourite song to play in the car?

‘All I Want’ by Offspring, ‘Shiver’ by Coldplay or ‘Dakota’ by Stereophonics.

Spotlight questions

Which three people would you invite to your dream dinner party?

Roger Federer, Stewart Lee and Robin Williams.

Spotlight questions

If you could turn any activity into an Olympic sport, what would you win a medal in?

Stubbornness.

Spotlight questions

If you could be any fictional character, who would you be?

Edmond Dantès from The Count of Monte Cristo.

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