David Whitehouse

David Whitehouse

Paraplanner
Liverpool office

About me

Working as a Paraplanner for Investec, I work alongside our Financial Planners to support them in providing their clients with research, report writing and regular reviews.

Background/Experience

I have worked within the Financial Services sector for a number of years now in varying roles. This has provided me with a wide spectrum of knowledge from sending off letters of authority at the early stage of a client relationship to now working on the final suitability reports. I currently hold the Level 4 Diploma in Regulated Financial Advice and am working towards holding Chartered Status in the coming years.

My interests

Outside of work I am a keen foodie and will often be found in the kitchen with my head in a new recipe book. I am also an avid golfer and sports fan in general following my childhood team, Arsenal.

My areas of expertise

Contact me via the form to learn more about....

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue

I'm also an expert in...

Where to find the best Burrito in Liverpool.

seaguls on beach
David Whitehouse

Investec is like no other company I have worked, no matter your position, your opinion and voice is heard.