DS

David Swanepoel

Protection Adviser

E-MAIL
david.swanepoel@dunham-mccarthy.co.uk
EXTENSION
2117

David is a dedicated professional known for his attention to detail and organizational skills. With a focus on offering a tailored service, he ensures that each client receives personalized care and empathy throughout their financial journey. David’s commitment to excellence guarantees that clients receive the best possible service, guiding them towards their financial goals with confidence and compassion.

Education and Biography

TRAINING

After a diverse career journey spanning asset finance banking, teaching English as a foreign language, and extensive experience in retail and sales, David transitioned into the realm of financial services with a deep-seated passion for helping individuals secure their financial futures. Leveraging a robust skill set acquired through various roles, David has honed expertise in critical thinking, successful negotiation, and real estate economics and finance. David’s commitment to professional development is evident in their qualifications, including certifications as a gym instructor and personal trainer, TEFL (Teaching English as a Foreign Language), and specialized training in critical thinking and problem-solving, as well as real estate economics and finance. This diverse background underscores David’s ability to adapt and excel in different environments, providing a unique perspective in financial planning and estate management.

SPECIALISMS

As an estate planner and financial protection advisor, David specializes in guiding clients towards optimal financial decisions tailored to their unique circumstances. Drawing on transferable skills from previous roles, David excels in analysing complex financial situations, devising strategic solutions, and effectively communicating recommendations to clients. With a focus on financial protection, David is dedicated to ensuring clients have the necessary safeguards in place to protect their assets and loved ones.

HOBBIES

Outside of work, David is an avid reader, finding inspiration and knowledge in various literary works. A fitness enthusiast, David enjoys spending time at the gym, fostering a healthy lifestyle while continually challenging themselves to reach new fitness goals. With a passion for exploration, David has travelled to 17 different countries and lived in 4, embracing diverse cultures and gaining invaluable insights along the way. David also thrives on learning new skills, embodying a lifelong commitment to personal and professional growth.

012345678900123456789001234567890CLIENTS
01234567890012345678900123456789001234567890JOINED DM
012345678900123456789001234567890DOCUMENTS DRAFTED
01234567890.01234567890/01234567890RATING

Meet The Team

https://dm-legal.co.uk/wp-content/uploads/2023/05/Lizzie-Cartlidge-Cropped.jpg
LIZZIE CARTLIDGE

Estate Planner

https://dm-legal.co.uk/wp-content/uploads/2020/07/Ursula-Minshall.jpg
URSULA MINSHALL

Head of Estate Planning

https://dm-legal.co.uk/wp-content/uploads/2023/05/Lewis-Fuller-Cropped.jpg
LEWIS FULLER

Protection Adviser

https://dm-legal.co.uk/wp-content/uploads/2023/06/Martyn-Heath-Cropped.png
MARTYN HEATH

IT Manager

Contact Dunham McCarthy

https://dm-legal.co.uk/wp-content/uploads/2020/02/Logo.png
Home Leigh, New Garden Street, Stafford, ST17 4AG
enquiries@dunham-mccarthy.co.uk
01785 336222

Follow us:

FREE CONSULTATION

Regulated by the Institute of Professional Willwriters. Registered in England and Wales Company Number 08290617. 

Copyright © Dunham McCarthy 2022

David Swanepoel

David Swanepoel