Satis Asset Management

Placing you firmly in control of your financial future
020 3272 0120
info@satisuk.com

David Hearne

David Hearne – Wealth Management Adviser

Email: david.hearne@satisuk.com

Tel: 020 7004 7125

Long Term Strategist, Financial Navigator, Mud Runner, Nursery Rhyme Reciter

David works with private clients and business owners to focus on the very long term aspects of their family’s financial planning. He has considerable experience in transition planning, helping clients to navigate through periods of considerable lifestyle and financial change that frequently occur between the ages of 55 and 75, particularly when passing on or selling a business.

David qualified as an adviser in 1999. As well as advanced qualifications as a financial planner he has also qualified as a Chartered Wealth Manager, and is currently studying behavioural finance. He believes good financial stewardship goes beyond just managing the pounds and percentages, and supports clients with the emotional aspects of managing wealth.

Who we are

Ross Badger
Ben Sherwood
Debbie Wilson
David Hearne
Laura Martin
Jessica Crackett
Matthew Edwards
Gemma Walsh
Katrina Philbin