David Hardman

Role: Financial Planner
Dept: Wealth Management
Location: Preston
Direct Dial: 07768 632157 / 0345 0702835
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Summary

David heads up Napthens Wealth Management service. A highly experienced Financial Planner, David advises both personal and business clients with a focus on how best to achieve their lifetime goals.

Specialisms

David works closely with clients to develop excellent long term relationships. This allows him to understand their short, medium and long term plans and objectives and enables him to deliver a bespoke plan and strategy for each client based on their individual situation. The plan is regularly reviewed as part of our client service proposition.

Each client will have different goals and objectives and David specialises in providing clients with a plan not only to help meet these but also to help them understand where they are in terms of achieving those goals.

Background

David began his career in Financial Services with Bradford & Bingley in 1990 and worked for 10 years as an Independent Financial Consultant. He joined Ludlow in 2002 and became a Director in 2005. David grew up in Longridge and lives in Whitechapel with his wife and two children.

Memberships and Awards

David is a member of the Chartered Insurance Institute and holds a Diploma in Financial Planning. He also holds a specialist qualification in Long Term Care Planning.

Napthens Wealth Management Ltd is an appointed representative of Ludlow Wealth Management Group Limited which is authorised and regulated by the Financial Conduct Authority. 

More about David Hardman

How do you like to relax outside of work?
Infrequent golf, occasional fishing, walking the dog and the odd glass of Dalwhinnie!

Describe yourself in 3 words:
Hard working, committed, reliable

What aspect of your job do you find the most rewarding?
Long term relationships with clients and their families

What is your proudest achievement?
Aside from my wife and two wonderful children it would have to be successfully erecting the garden shed!