- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
Wherever you're
sitting, make sure
it’s comfortably.
Contact us now.
David Wheildon.
David is an IFA and one of the Directors of The Legal Brokerage. He began his career in 1987 as a General Practitioner IFA with a large West End brokerage and moved to the Investment Management team two years later. In 1991 he took the helm of the Investment Management Department and continued to run this when the brokerage was taken over in 1993.
In 1995 David left Central London to manage the Financial Planning arm of a West London Law Firm. There he obtained Qualified Person Status under The Law Society in addition to already holding the Chartered Insurance Institute’s (CII) Financial Planning Certificate. David left the Practice with Richard Thorpe to set up The Legal Brokerage. David now takes overall responsibility for all the advice offered by the Firm.
David specialise in Long Term Care Fees planning, Inheritance Tax and Investment Management. As a holder of the additional Long Term Care qualification he regularly gives presentations to the Alzheimer’s Society at branches around the country and is asked to contribute to their national publications.
Away from the office, David enjoys the country life raising chickens in addition to tending to his children and their horses!
Clifford Gribble Director
Colin Bull Director
Craig Stokes Senior Research Analyst
David Wheildon Director
Graham Spinks Chartered Financial Planner
Jessica Smith-Burrows Senior Research Analyst
Kevin Herron Financial Planner
Natalie Elliot Compliance Manager
Patrick O'Neill Senior Research Analyst
Richard Thorpe Director
Stephen Dockree Financial Planner
Sue Tucker Head of Research
Tracy Davies Financial Planner
Wendy Parker Senior Research Analyst