David Tooley

Director of Client Advice / Chartered Financial Planner

David has worked in financial services since 1998, having left a Marketing role to move into the financial advice sector in 2005. He achieved Chartered Financial Planner status in 2012, which demonstrates his high level of technical ability and commitment to his profession, joining SG Wealth Management the following year, after eight years working for a Norwich based advice company.

When putting together financial plans, David focuses on meeting the needs of individuals and business owners, providing independent financial advice, specialising in full retirement income plans, investments and tax planning. David is also a Pension Transfer Specialist.

David believes that whilst good advice is key to any financial plan, communication is an important component; your plan will be delivered in a clear, easy to understand format, with regular contact and reviews in place to ensure you remain on track to meet your objectives.

Outside of work David is often seen at the gym, training hard in order to keep up with his three children, with any free time devoted to following Norwich City FC, drinking coffee and eating!

Meet the Team

David Tooley's Latest News

Intergenerational Planning

What will your legacy look like?
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Should I Consolidate Multiple Pension Pots?

If you've had multiple employers, you may need to consolidate your pension into one place
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Tax efficient investments

Wealth Manager David Tooley discusses some exciting options for investment, using excess funds
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Reviewing your retirement plan

David Tooley explains Defined Benefit Pension schemes, and the risks and rewards it brings
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