ae financial services are your local specialist financial advisers. We work with both business and private customers, delivering comprehensive face to face advice, planning and investment.

Tel:
Fax:
023 8055 8300
023 8055 8400

Southampton based
financial services with clients throughout the UK

Ae finacial services limited - sister company


 

David Williams

David has worked for Ae Financial since May 2004 after graduating from Southampton University with a degree in Philosophy. By working in a number of different roles within the company, he has a wide experience of investments, pensions and life assurance contracts.

With a constantly changing regulatory framework, David has focused on study towards qualifications covering personal and business taxation, trusts, pensions and investments. He has been providing investment research over the past few years and as part of the asset allocation committee producing recommendations to achieve investment performance with close attention to risk management. This work is informed through an interest in the psychology of investment and the expanding field of behavioural finance as well as careful monitoring of economic policy and market trends.

To contact Name please email davidw@aeins.co.uk