About Us

About David Winter

Our Story

David Winter Independent Financial Advisers was founded by David Winter over 35 years ago. David’s passion for providing a personalised and comprehensive financial planning service has been the cornerstone of our company since its inception.

Leadership

David Winter (1947 – 2020)

David founded David Winter Independent Financial Advisers in 1989 and grew the company from humble beginnings into the successful business it is today.

David took pride in providing a personal service and used his in-depth knowledge of financial markets to provide financial advice for clients.

He fiercely valued his independence and that this was integral in providing holistic planning for clients.

With an extensive understanding of financial markets and a commitment to independent advice, David believed that financial planning should be holistic, considering every aspect of a client’s financial life. His independent approach allowed him to explore the entire market, ensuring that the solutions he provided were not only suitable but also optimised for each client’s unique situation.

Today, the legacy of David Winter lives on in every aspect of our business. We continue to operate with the same values, offering insightful and empathetic financial planning services that have helped countless clients achieve financial security and peace of mind. Our approach is built on listening to your needs, understanding your goals, and providing tailored advice that helps you build, manage, and protect your wealth. We take great pride in the success stories of our clients, and we are committed to continuing this tradition of excellence in financial planning.

With over 40 years of combined experience in the industry, our team of advisers understands that your financial well-being is more than just numbers on a page—it’s about achieving the life you want to live. We believe that every financial plan should be as unique as the individual it’s designed for, and we are dedicated to helping you navigate the complexities of financial planning with confidence and clarity.

What You Can Expect from Us

At David Winter IFA, we understand that financial planning is a highly personal journey, and we are here to make that journey as smooth and rewarding as possible. Our process begins with an initial meeting, at our expense, where we take the time to get to know you, your financial situation, and your goals. This consultation is essential for us to understand your needs and allows us to craft a bespoke financial plan that is aligned with your aspirations.

Once we have gathered all the necessary information, we will conduct a thorough analysis of your current financial position, taking into account your income, assets, liabilities and future goals. We then present our recommendations in a follow-up meeting, where we discuss the best strategies to help you achieve your financial objectives. Whether it’s planning for retirement, managing investments, or ensuring your family is protected, our advice is designed to give you peace of mind and the confidence to move forward.

Our service doesn’t end there. As financial planning is an ongoing and reciprocal process, we are committed to staying by your side as your needs evolve. We will regularly review your financial plan, adjusting our strategies as necessary to ensure that you remain on track. You can expect an annual review, and continued support from David Winter Independent Financial Advisers.

Our Values

At the heart of David Winter IFA is a culture of care and respect, both for our clients and members of our team. We believe that successful financial planning is built on trust and strong relationships.

That’s why we make it our mission to ensure that everyone who works with us feels valued, appreciated, and confident in the service they receive. Our clients are more than just a number to us—they are individuals with dreams, goals and aspirations.

Our values guide every decision we make, from the personalised service we provide to the integrity with which we conduct our business. We are committed to transparency, honesty, and excellence in all that we do, ensuring that your financial planning experience with us is not only successful but also enjoyable.