David and Graham established D & G Financial Planning Ltd with one goal in mind; to ensure that all our clients receive outstanding levels of service throughout the full duration of their individual financial journey.
In our four decades of collective experience in the financial services industry, it is our considered opinion that the most effective way to deliver the levels of service our clients deserve and expect, is by delivering bespoke financial solutions in a clear, friendly manner.
Faced with an ever-changing financial environment, we passionately believe in the importance of keeping your fiscal arrangements under constant review - to ensure that the products you hold are always appropriate, current and relevant, not only to fulfil your long term financial aspirations and objectives, but are also versatile enough to reflect any changes in circumstances.
We pride ourselves on being fully independent. This means that we are not tied to any financial institution. Consequently, we are able to access a diverse range of providers and products, enabling us to give our clients throughout Eastbourne and the wider Sussex catchment area the best, unbiased advice.
Diploma qualified, David has over 17 years’ experience in the financial services sector, specialising in the Wealth Management and Financial Planning arena. Having previously worked for a leading UK bank, he has considerable experience working closely with clients, both on a commercial and private level, assisting them with all aspects of their financial planning. Outside the office, David enjoys spending time with his family, taking walks with his dog and playing golf.
With more than 20 years’ experience in the financial services sector, Graham has gained specific expertise in the Wealth Management and Financial Planning arena. He is Diploma qualified. In a career which has included working for a major UK bank, Graham has in-depth knowledge of building one-on-one client relationships and creating tailored financial plans for companies and individuals alike. In his leisure time, Graham enjoys spending time with his young family, participating in a variety of sports and coaching an Under-10’s local football team.