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Povey Financial Planning Limited

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Dave is an experienced Financial Adviser with over 25 years in the financial industry and a Diploma in Financial Planning.

After three successful years as a financial adviser with Prudential Financial Planning, Dave  was delighted to establish his own financial advice business,  Povey Financial Planning Limited, as part of The Advice Partnership from Prudential.

Dave has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Dave takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Dave provides sound, personal and expert advice.

Outside of work Dave likes to wind down by spending time with his wife Tammi and children Ruby, Scott, Luca and Edward. When time allows he also enjoys golfing and racquet sports.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

We have used Dave’s knowledge and services for both our financial planning and for that of my mothers. In both matters he was very understanding to our needs and professional in his approach. We would not hesitate to recommend Dave again.

February 2021

Following our return from living in France for 12 years, we were looking for an investment for our capital to provide a regular retirement income. David explained the options in great length describing the pros and cons of them all. After doing a detailed financial assessment and risk analysis, he provided a comprehensive Suitability Report of his recommendations for our consideration. David has proved invaluable in managing our affairs and has always kept us informed throughout the years in order to provide us with advice. We would not hesitate to recommend his services to our friends and family.

February 2021

I have recently been able to retire early. And in order to do this, I needed to seek advice from a Financial Adviser, who I could trust and be confident in with all of my wealth that I have accumulated over the years.

Dave was introduced to me and was immediately able to explain complex issues clearly in layman’s terms, to ensure my understanding. This really put me at ease.

He helped me to establish and identify my long term financial goals and he then advised me on the options available to me in my retirement.

Dave is always on hand for any questions that I have and I frequently bounce ideas off him, that he is able to help me with. I am confident in Dave’s ongoing guidance and advice as my needs change. I would highly recommend him as a professional and easy to deal with adviser for all of your Financial Planning requirement.

February 2021

After my husband passed away I was in need of financial advice. Dave has been a great support with my pension and investments. Dave asked many questions, so he was aware of my needs and explained everything in great detail that I could understand. He keeps in regular contact, making sure my circumstances and needs have not changed.

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Dave Povey

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Povey Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.