Thomson Hayton Winkley Financial Services Limited are delighted to announce that David Winnard has joined the team.
He will work alongside with Duncan Fox, Director and Chartered Financial Planner, Cheryl Barnes, Paraplanner and Julia Morgan, Administrator in developing the business and advising clients.
David has 20 years’ experience in the financial services
sector, he is diploma qualified, and working towards his Chartered status. His
previous experience includes working in the Bancassurance sector for a major
high street bank as an adviser, business development manager and senior
David said: “I pride myself on offering trusted, professional service and making complex financial matters simple and easy to understand. Often people are unsure about what a financial advisor can do, it’s our job to simply protect your financial interests and make your assets work harder. I’m really looking forward to meeting clients and being part of the team.”
Simon Theobald, a Director of Thomson Hayton Winkley Financial Services Limited commented:
“It’s great to welcome David on board. We have a growing number of clients who trust us to advise them on financial interests. Expanding the team in this part of the Thomson Hayton Winkley group will mean we can offer our clients an enhanced service.”
David lives in South Lakeland and enjoys many outdoor activities including cycling, fell walking and football.
(The Directors and shareholders of Thomson Hayton Winkley Limited have a majority shareholding in Thomson Hayton Winkley Financial Services Limited)
Published 15 August 2019
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