David Bashforth

David Bashforth FPFS

Partner, Chartered Financial Planner

I began my financial services career with Yorkshire Bank in 1999, then moved to the Halifax and again to Norwich Union, where I entered pensions and investments.

The next ten years were spent working for household names, such as Aviva, Scottish Widows and Clerical Medical as a business development manager.

I joined Belmayne in 2011 and was granted the titles, Chartered Financial Planner and Fellow of the Personal Finance Society, the same year.

I am a former chairman of the Friends of Westbourne School and former membership secretary of the National Trust Peak District Centre. I am also proud to be a platelet donor, having made 33 donations and counting.

Professional Qualifications

FP1 – Financial services and their regulation
FP2 – Protection, savings and investment products
FP3 – Identifying and satisfying client needs
CeMap – The financial services environment
CeMap – Mortgage practice, products and policy
CeMap – Giving advice
CF7 – Lifetime mortgage activities
CF8 – Long term care insurance
CF9 – Pensions simplification
SV1 – Savings and investments
Level 3 – Certificate in financial planning and long term care insurance
J03 – The tax and legal aspects of business
J04 – Pension funding options
J05 – Pension income options
J06 – Investment principles, markets and environment
G10 – Taxation and trusts
AF2 – Business financial planning
AF3 – Pension planning
AF4 – Investment planning
AF5 – Financial planning process
RO8 – Pension update