David Beer is a Director of RBL Wealth Management Limited and a fully qualified Financial Adviser. He brings a wealth of experience, having helped clients with their pension, retirement, investment and protection needs for the past 14 years.
After six years as a successful Financial Adviser with Prudential Financial Planning, he set up his own business as a Member of The Advice Partnership from Prudential - and is now backed by the strength and credibility of M&G plc.
David has a genuine passion for helping clients achieve their financial goals and spends time with them to truly understand the whole picture and what their individual needs are. Everyone’s circumstances are different and David devotes his time to making sure he puts together a plan with his clients that is unique to them and can adapt to suit their changing needs.
David has an excellent track record in all areas of financial planning and believes in being open and giving professional advice. David prides himself on ensuring that this advice is easy for his clients to understand and his success to date is evidenced in his exceptional quality of advice and ongoing building of new and existing client relationships.
Outside of work, David enjoys days out with his family, playing darts and holidays (with GOA and America particular favourites).
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.