David Painter heads the financial planning team at Moore Kingston Smith Financial Advisers. As well as managing the team’s overall strategic direction, he remains a hands-on adviser to his loyal long-standing client base.
David understands that financial planning is far more personal than simply balancing the numbers. It’s about individuals’ hopes and dreams. He helps entrepreneurs and owner-managers understand what they want and, more importantly, what they need to realise their goals.
Taking time to build personal relationships with each of his clients, David helps design, implement and monitor financial plans. He creates the most effective plan in the most efficient way. He navigates legislation, keeps his clients abreast and forges the crucial link between personal and business goals.
While handling everything from pensions and investments to tax and succession planning, David also aims to protect and maximise business value by calling on in-house accounting and tax colleagues. Additionally, he advises on the importance of intergenerational planning and educates families on preserving and enhancing wealth.
Clients come to David for unbiased reliable financial advice tailored to their individual circumstance. They say he is down-to-earth, easygoing, well-informed and has a knack of finding the simplest solution, no matter how complicated their scenario. A busy family man himself, David knows only too well the need for efficiency in life admin.
David is a Fellow of the Personal Finance Society.