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David Simmonite

Independent Financial Planning Consultant at Cullen Financial Planning Ltd

Intro Book

Seasoned financial planner delivering holistic advice to families and investors.

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Location

Greater Manchester, England, United Kingdom, GB

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So David Simmonite has 30+ years of experience in financial planning, which is a significant amount. His experience spans multiple companies, including Cullen Financial Planning Ltd, Scott Lang & Co, and Bowrings, which suggests a broad range of skills. He has worked with various clients, including families and pension schemes, which indicates his ability to provide holistic financial advice. Location is Greater Manchester, England, which is a regional hub. Financial planners with his level of experience, especially in advisory services, typically charge higher rates. Maybe around $200–$300 per hour? But considering his broad experience and regional location, maybe lower. Some mid-level financial planners in the UK average $150–$250 per hour. So I’ll estimate around $125

Bio

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Topline AI

David Simmonite is a seasoned financial professional with 30+ years of experience in financial planning, advisory services, and administration. He has worked with various clients, including families, individual investors, and pension schemes, providing holistic financial advice and support. With a strong background in financial planning, David has held senior roles at Cullen Financial Planning Ltd, Scott Lang & Co, and Bowrings, and has also worked as an administrator for the Independent Order of Oddfellows. He holds a degree from Marple Hall and Marr College.

Experience

Cullen Financial Planning Ltd
- Stockport
- Independent Financial Planning Consultant
  - Oct 2007 - Dec 2012
  - Stockport
  Providing independent and holistic financial advice which includes tax and retirement planning to families, individual investors and employees of pension schemes.
Scott Lang & Co
- Altrincham & Manchester
- Senior Consultant
  - Aug 1991 - Sep 2007
  - Altrincham & Manchester
  Administrator and Consultant dealing with advisory clients and discretionary fund management
Bowrings
- Administrator
  - 1988 - 1991
  I provided full support to the Investment Director for research and new business
Independent Order of Oddfellows
- Administrator
  - Sep 1983 - May 1988

Education

1979 - 1983

Marple Hall

1979 - 1983
1977 - 1979

Marr College

1977 - 1979

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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References

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David Simmonite

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100 Credits For FREE

$125.0

Hourly Rate