David has worked in financial services since 1986 after working for Hill Samuel Investment Services as a Senior Consultant in Cardiff and Bristol, he founded D. C. Financial Ltd with Carol Smith in 1995, to provide Independent Financial Advice to a “Chartered” standard.
Kerry joined D. C. Financial Ltd in 2001 as a trainee and has since completed her qualifications as a Financial Advisor. She specialises in investment management, taxation and trusts. Kerry is experienced and qualified in these areas, providing her with the means to offer professional and effective advice to our individual and business clients.
Paul joined D. C. Financial Ltd in 2005 after 2 years with HBOS. Paul is qualified to the “Charted” standard and specialises in pension management. Paul’s knowledge and experience of the pensions and insurance market allows him to deliver first class service and advice to our clients.
- Phone:01792 321473
Rachel joined the company in 2010 after taking part in the Tesco Management Training Programme. Rachel is an experienced and qualified Financial Consultant at D.C. Financial. She enjoys working with portfolio and investment clients and offers professional and friendly advice that is tailored to your needs.
Ben joined D. C. Financial Ltd in 2016 after graduating from Swansea University. He was voted CII West Wales Young Achiever of the Year for 2018 after becoming a fully qualified financial adviser. Ben enjoys working with pension and taxation planning and hopes to specialise in these areas in the future.
Sharon joined D. C. Financial in 2018 after working as Finance Director for the charity Hafal. Sharon is a Fellow Chartered Accountant and has over 30 years’ experience working as an accountant in accountancy practice and industry. Her experience has provided Sharon with skills at a senior management level and specialism in accountancy, compliance and auditing.
Helen joined D. C. Financial Ltd in 2005 after 5 years with HSBC. Helen specialises in portfolio administration and client services, whilst offering professional and valued support to our advisers.
Sarah joined D. C. Financial Ltd in 2015 after working in the retail sector. Sarah’s skills in administration and business allow her to provide ongoing administrative support to our advisers, and friendly professional support to our clients.
Nina joined DC Financial Ltd as a trainee in 2018 after working with a Swansea-based start-up company for over 2 years. She is a fluent German speaker and her qualifications and experience in administration provide her with the skills to offer professional support to our advisers.