David Sudwarts - DipFA® MLIBF
Senior Financial Advisor at ARIGAL CONSULTING LIMITED- Claim this Profile
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English -
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Hebrew Native or bilingual proficiency
Topline Score
Bio
Jonathan Foux
David is an excellent and professional advisor who has provided me with solid advice. He is extremely personable and delivers the best advice in relation to insurance products.
Jonathan Foux
David is an excellent and professional advisor who has provided me with solid advice. He is extremely personable and delivers the best advice in relation to insurance products.
Jonathan Foux
David is an excellent and professional advisor who has provided me with solid advice. He is extremely personable and delivers the best advice in relation to insurance products.
Jonathan Foux
David is an excellent and professional advisor who has provided me with solid advice. He is extremely personable and delivers the best advice in relation to insurance products.
Credentials
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Diploma for Financial Advisers (DipFA®)
The London Institute of Banking & FinanceOct, 2016- Sep, 2024 -
CeMAP
Chartered Insurance Institute -
RG-146 - Financial Adviser
ASIC
Experience
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ARIGAL CONSULTING LIMITED
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United Kingdom
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Financial Services
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1 - 100 Employee
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Senior Financial Advisor
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Jan 2019 - Present
* Offering specialised Financial Advice to both individuals and businesses across the UK. * Mortgages - Residential, Buy-to-Let, Commercial, Debt Consolidation, Capital Raising* Equity Release* Retirement Planning* Pensions and Investment, * Life, Critical Illness and Income Protection Insurance* Risk assessment and analysis* Discussing with clients about their current finances and future plans* Regularly reviewing and monitoring accounts to ensure compliance with company and industry policies, guidelines and regulations.* Responsible for devising, structuring and implementing long and short term stratergies* Shareholder, Partnership, SME, Corporate and Keyman solutions* Relevant Life and Loan solutions“Commercial mortgages are available by referral to a master broker”.
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Attanta Wealth Management
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United Kingdom
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Financial Services
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Associate / Independant Financial Adviser
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Apr 2018 - Jan 2019
* Specialising in wide variety of financial services such as Pensions, Mortgages, Retirement Planning, Investment and Savings plans, Life, Critical Illness and Income Protection.* Discussing with clients about their current finances and future plans* Responsible for devising, structuring and implementing long and short term stratergies* Shareholder, Partnership, SME, Corporate and Keyman solutions* Relevant Life and Loan solutions * Specialising in wide variety of financial services such as Pensions, Mortgages, Retirement Planning, Investment and Savings plans, Life, Critical Illness and Income Protection.* Discussing with clients about their current finances and future plans* Responsible for devising, structuring and implementing long and short term stratergies* Shareholder, Partnership, SME, Corporate and Keyman solutions* Relevant Life and Loan solutions
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Genesis Advisory Services (UK) Ltd
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United Kingdom
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Insurance
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1 - 100 Employee
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Executive Financial Consultant
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Jul 2012 - Mar 2018
* Financial Analysis and Consulting* Financial Risk Assessment* Business Financial Protection Solutions* Relevant Life and Loan solutions* Life Protection* Critical and Serious Illness Protection * Income Protection * Financial Analysis and Consulting* Financial Risk Assessment* Business Financial Protection Solutions* Relevant Life and Loan solutions* Life Protection* Critical and Serious Illness Protection * Income Protection
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Rate Detective
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Australia
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Financial Services
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1 - 100 Employee
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Financial Consultant
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May 2015 - Mar 2016
* Financial Analysis and Consulting* Financial Risk Assessment* Business Financial Protection Solutions* Relevant Life and Loan solutions* Investments, Pensions and Superannuation* Life Protection* Critical and Serious Illness Protection* Income Protection * Financial Analysis and Consulting* Financial Risk Assessment* Business Financial Protection Solutions* Relevant Life and Loan solutions* Investments, Pensions and Superannuation* Life Protection* Critical and Serious Illness Protection* Income Protection
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Windiam
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Belgium
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Retail Luxury Goods and Jewelry
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1 - 100 Employee
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Marketing and Logistical Manager
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Jan 2011 - Jun 2012
* Strategic manager, planner and overseer of sales and market research for business expansion throughout Europe.* Successfully managed over 150 client accounts from various different diamond sectors, opening and developing new accounts up to £1.5 million p.a. turnover, assisting in the increase of turnover by 70% within first year of employment.* Developed and constructed database analysis of the European diamond industry focusing on the ever changing demands of the diamond and jewellery trade.* Dealt in the wholesale sector of sales with understanding in competitors pricing, consumers buying tendency and the wholesale nature of the market.
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Brantfield Ltd
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United Kingdom
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Architectural Manager
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Aug 2010 - Jan 2011
* Developed and constructed project and contract analysis.* Collaborated with clients, A/R and Sales to increase speed of receivables and prevent interruption of service to clients.* Promotion and advertising of the company. *Invoicing for various entities * Developed and constructed project and contract analysis.* Collaborated with clients, A/R and Sales to increase speed of receivables and prevent interruption of service to clients.* Promotion and advertising of the company. *Invoicing for various entities
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bere:architects
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United Kingdom
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Architecture and Planning
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1 - 100 Employee
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Architectural Intern
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Jan 2010 - Feb 2010
* Preparation of architectural plans, elevations, sections, preparing construction documents and making engaging presentations.* Created and maintained records of specification and drawing.* Site visits, meetings & reports with key clients, contractors and architects. * Preparation of architectural plans, elevations, sections, preparing construction documents and making engaging presentations.* Created and maintained records of specification and drawing.* Site visits, meetings & reports with key clients, contractors and architects.
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Education
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2016 - 2017
The London Institute of Banking & Finance
DipFA® and DipMAP® - Diploma for Financial Advisers QCF* Level 4, Financial Planning and Services -
2019 - 2019
Chartered Insurance Institute
Certificate in Mortgage Advice, Mortgage Advice -
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Chartered Insurance Institute
Equity Release, Financial Planning and Services -
2015 - 2016
Kaplan Professional
ASIC RG146, Diploma in Financial Planning and Services -
2007 - 2010
University of Westminster
BA, Architecture and Design -
1999 - 2006
Hasmonean Grammar School
Community
