Experience You Can Trust

Meet Our Team

David Mills
DipPFS – Financial Planner

David Mills

Adviser

David started his career in financial services in 1986 and has a broad knowledge of all areas of financial planning, specialising in pensions, investments and protection and with excellent attention to detail.

He holds the Diploma in Financial Planning and has a broad knowledge of all areas of financial planning, specialising in pensions, investments and protection and with excellent attention to detail.

David lives in Penyffordd with his partner Penny and in his spare time he loves to get out walking in the Lake District and North Wales. His other passion is cars, especially sports cars and classic cars, and he is also a big fan of Harley Davidsons.

David's Professional
Qualifications & Accreditations

Diploma Qualifications
R01 – Financial Services, Regulation and Ethics
R02 – Investment Principles and Risk
R03 – Personal Taxation
R06 – Financial Planning Practice

Certificate Qualifications
CF2 – Investment Principles and Risk
CF8 – Long Term Care
Certificate in Financial Planning
Certificate in Life and Pensions
Award in Long Term Care Insurance
Financial Planning Certificates 1, 2 and 3

Contact Information
Direct Line – 01244 526326
Tel – 07939 500957
Email – david.mills@hcifs.co.uk

David Is Supported By...

I have been working in financial services for two years after completing a Bachelors degree in Real Estate from Sheffield Hallam University. I am a qualified Mortgage and Protection Adviser and working towards full diploma qualification in financial planning.

Diploma Qualifications
R01 – Financial Services, Regulation and Ethics
R02 – Investment Principles and Risk
R05 – Financial Protection

Certificate Qualifications
CF6 – Certificate in Mortgage Advice

Contact Information
Tel – 01244 732656
Email – lloyd.parry-jones@hcifs.co.uk