David Bull

Partner, Partners Wealth Management

As a Chartered Financial Planner with over 20 years’ experience, the philosophy of Partners Wealth Management matches my own. True investment independence is increasingly difficult for clients to find, and the flexible, planning-led approach of PWM means I am free to provide an entirely tailored service to my clients, without constraints on my recommendations or delivery of advice.

I firmly believe that a personalised, individual and long-term service is the only way to deliver a financial plan and avoid potential pitfalls. Making financial decisions can be daunting, so I pride myself on avoiding jargon and using plain English, so my clients can better understand the options open to them and feel more confident in the outcome.

A core focus is supporting entrepreneurs and owner-managers make the most of their opportunities, while working, and maximising value on eventual exit. I try to understand as much as possible the issues which are impacting upon them so I can better be part of the solution. I curate a wide range of associated professionals, such as Legal, Accountancy and M&A fields, to better smooth the path and anticipate problems, when there are so many challenges in running a business these days.

I have been involved in industry roundtable discussions on best practice for retirement planning, and am proud to have been designated a Fellow of the Personal Finance Society as well as a Chartered Member of the Chartered institute of Securities & Investments.

Away from the office, I enjoy the gym, the rollercoaster experience that is being an Arsenal fan, and being kept busy by my daughters.

Why do you support the work of The Entrepreneurs Network?

I need to understand the challenges my clients are facing in order to better support them in building their long-term personal financial and lifestyle goals. The Entrepreneurs Network creates a forum for the wealth creators of the UK to address their challenges to success. Our bespoke Planning and Investment Independence-led service sits alongside this, as a part of the support network needed, enabling entrepreneurs to focus on their business today, without compromising their longer term personal financial and lifestyle aims.