David Wright

Financial Planning Director
David Wright

About David

David has been a financial planner for more than 30 years, working with clients through various life stages and financial situations. Even though he now holds a management position within the company, he continues to personally assist a select group of families and clients.

David specialises in helping clients clarify their financial goals and encourages a positive relationship with money by eliminating as much financial stress as possible.

Specialises in

Values-Based financial planning
Inheritance Tax planning
Working with business owners
Retirement planning
Estate planning

Spotlight questions

When I'm not working, you'll find me…

Playing tennis or walking Alfie along the River Trent.

My favourite place in the world is…

Somewhere warm, and of interest to visit.

My favourite song to play in the car (or anywhere) is...

Recently, anything country.

We’re here to help you

Build a personalised Financial Road Map®
with our team of experienced financial planners.
Chesterton House | Andy Jervis

About Andy

Andy Jervis

Chairman and Certified Financial Planner™
Chesterton House | Jon Potter

About Jon

Jon Potter

Compliance Director
Chesterton House | Rachel Kitching Burrows

About Rachel

Rachel Kitching Burrows

Managing Director
Chesterton House | Dawn Hubbard

About Dawn

Dawn Hubbard

HR Director
Chesterton House | Richard Urwin

About Richard

Richard Urwin

Director
Chesterton House | Sue Sams

About Sue

Sue Sams

Senior Financial Planner
Chesterton House | Callum Donoghue

About Callum

Callum Donoghue

Financial Planner
Chesterton House | Alex Lynott

About Alex

Alex Lynott

Mortgage and Protection Specialist
Chesterton House | Jordan Wong

About Jordan

Jordan Wong

Financial Planning Manager and Chartered Financial Planner
Chesterton House | Lisa Leeland

About Lisa

Lisa Leeland

Senior Chartered Financial Planner
Chesterton House | Sam Harrington

About Sam

Sam Harrington

Financial Planner
Chesterton House | Joe Fawcett

About Joe

Joe Fawcett

Financial Planner
Chesterton House | Kaushika Chauhan

About Kaushika

Kaushika Chauhan

Financial Planner

Contact us

We are always here to help and answer any questions you might have about our services. Get in touch with our friendly team today.

    Visit us

    2-3 Rectory Place, Loughborough, LE11 1UW