Mr David de Freitas


Membership category: Affiliate i

'Affiliate' is STEP's entry-level membership category. Affiliates are either working towards gaining the requisite qualifications and/or experience for full STEP membership (TEP), or have chosen to remain at Affiliate level. Affiliates must adhere to STEP's Code of Professional Conduct.

In Partnership Financial Advisers Ltd
50-56, North Street
Horsham
RH12 1RD
United Kingdom

Email: david.defreitas@inpartnership.net
Telephone: +44 (0)1403 214200
Practice Areas: Civil-law planning (incl foundations), Elderly and vulnerable clients, Estate planning/administration, Family business, Investment, Tax
Profession:
Estate Planner / Financial Planner / Wealth Management
STEP Qualifications:
STEP Certificate for Financial Services - Trusts and Estate Planning
Branch/Chapter:
STEP London Central
Committees:
London Central Branch Committee
Special Interest Groups:
Business Families | Mental Capacity | Philanthropy Advisors
Biography:

I am a Chartered Financial Planner with In Partnership Financial Advisers Ltd, who are part of Russell Investments (AUA £1.7Tn). I have been a Financial Planner for 20 years. I am a Fellow of the Personal Finance Society (FPFS) and I have passed the Fellowship Exam of the Institute of Financial Planning. I am also qualified as a Member of the Chartered Institute for Securities & Investment (CFP MCSI) I can help Trustees formulate the investment principles needed to discharge their obligations and responsibilities as trustees. Where these investment principles have already been established, I can help trustees with their ongoing responsibilities to their beneficiaries in accordance with these established principles. I believe that a clear understanding between trustees, beneficiaries and advisors is essential to building trust. Openess and transparency, as well as jargon-busting and doing what you say you will do are essntial to forming trust On a personal level, I enjoy Ballroom and Latin dancing. I have appeared on 'Strictly Come Dancing' for a whole 4 seconds!