David Snape Dip PFS

David Snape - Sapient Wealth ManagementDavid founded Sapient Wealth Management in 2013 after nearly 30 years working within financial services. Sapient is built on on firm foundations, continuing to grow by providing individual, tailored financial solutions, which value the client relationship above all else.

David offers a very much personal and holistic approach to providing his clients with investment solutions through a ‘whole of the market’ range of products, protecting clients lifestyle’s, and providing retirement solutions for clients who are near to retiring or retired, and who want to make the most of the assets that they have accrued.

Additionally, to providing retirements solutions through pensions and annuities, David also handles many trust cases and also help clients mitigate inheritance tax (IHT) liabilities.

Qualifications

Dip PFS – Diploma in Financial Services
Chartered Insurance Institute

Email David

  • Contact Sapient Wealth

  • Individual

    We provide a higher level of personalised attention. None of our clients circumstances are the same therefore, none of the solutions we suggest are the same.

  • Tailored

    Investing successfully is about knowing what you want your investments to achieve, understanding your time-frame, and being comfortable with any element of risk.

  • Relationships

    We value the relationships with our clients above everything else working with clients who understand the value in such relationships in helping achieve their goals.