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David Simpson

Senior Financial Planner at Knightsbridge Wealth Management

Intro Book

David Simpson, a seasoned financial professional with 13 years of experience, holds a Diploma in Financial Services and expertise in corporate finance, retirement planning, and holistic financial planning.

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Location

Lisburn, Northern Ireland, United Kingdom, GB

Skills

Customer Service
Research
Outlook
Public Speaking
Corporate Finance
Financial Advisory
Holistic Financial Planning
Retirement Planning
Investments
Life Insurance
Inheritance Tax Planning
Show all

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Rate

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

$75.0

Hourly Rate

How This Rate is Calculated

Okay, so David has a mix of experience in corporate finance, financial advisory, and planning. He's worked in various roles, but his longest stint was as a Senior Financial Planner at Knightsbridge Wealth Management. That's a pretty senior role, and it suggests he's got strong skills in financial planning and advisory. However, his experience is not in a high-demand field like investment banking or private equity. He's also not in a location that's known for being particularly expensive, like London or New York. Given his experience and certifications, I'd estimate his rate to be around $75 per hour, which is on the lower end of the scale for a financial planner with his experience. However, this is just a rough estimate and may not reflect his actual earning potential.

Bio

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Topline AI

David Simpson is a seasoned financial professional with extensive experience in the industry. He holds a strong educational background, including a Diploma in Financial Services (Dip PFS) from the Institute of Bankers in Ireland, and a degree from the University of Ulster. With a proven track record of success, David has honed his skills in customer service, research, and financial advisory, with expertise in corporate finance, investments, and holistic financial planning.

Experience

Knightsbridge Wealth Management
- Belfast, Northern Ireland, United Kingdom
- Senior Financial Planner
  - Jan 2023 - Present
  - Belfast, Northern Ireland, United Kingdom
  independent financial adviser
NFU Mutual
- Belfast, Northern Ireland, United Kingdom
- Corporate Financial Adviser
  - Sep 2009 - Jan 2023
  - Belfast, Northern Ireland, United Kingdom
First Trust Bank
- Financial Planning Manager
  - Jun 1998 - Sep 2009
Danske Bank
- Personal Banker
  - Sep 1989 - Jun 1998

Education

1988 - 1989

University of Ulster

1988 - 1989
1981 - 1988

Friends' School Lisburn Grammar School

1981 - 1988
1974 - 1981

Friends' School Lisburn Prep Dept

1974 - 1981
1989 -

Institute of Bankers in Ireland
Diploma in Financial Services (Dip PFS), Cert in Mortgage Advice (CeMaP) and Certificate in Banking, Financial Planning and Services

1989 -

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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David Simpson

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100 Credits For FREE

$75.0

Hourly Rate