Position: Managing Director
Tel: 0800 9993348
David Jolly is a Certified Financial Planner - one of only 750 in the UK when he achieved the qualification. He is an associate of the Institute of Financial Planning and has passed the Chartered Insurance Institute's diploma level examinations in Taxation and Trusts, Personal Financial Planning and Corporate Financial Planning.
After graduating from Newcastle University David joined a major insurance company in Manchester and followed a career path that led to a transfer to head office at Kingswood, Surrey in 1983 when he became training manager . He subsequently managed the company's Guildford Branch.
In 1993 he set up his own IFA practice - Cadogans - in Epsom and in 2001 merged with another firm in Leatherhead when the name changed to Cadogan Wilson Ltd.
In 1996 he was shortlisted for Planned Savings Magazine's "IFA of the Year" Award in the category of Investment and Investment Planning.
His vast experience in investment and capital tax mitigation has helped him to develop an approach to Wealth Management that takes account of disparate factors that affect a person's relationship with money and enables him to construct meaningful and sustainable strategies that are tailored to the individual's needs and aspirations.
David is married with three daughters and enjoys walking, swimming, gardening and going to the theatre.
- Certified Financial Planner
- AFPC-Taxation & Trusts
- AFPC-Personal Financial Planning
- AFPC-Corporate Financial Planning
- Certificate of Mortgage Advice and Practice
- FPC 1,2,3