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David Carroll Fpfs

Managing Director, Chartered Financial Planner at Cowens Group

David Carroll FPFS is a seasoned financial professional with extensive experience in financial planning and management. Currently serving as Managing Director and Chartered Financial Planner at Cowens Group since November 2018, David has held various roles including Director and Chartered Financial Planner within the same organization. Prior to this, David worked at Cooper Parry Wealth as Financial Planner Manager and in multiple positions including Paraplanner Manager and Senior Paraplanner. Experience also includes a role as Financial Planning Technician at Fiscal Engineers Ltd, and Senior Paraplanner & Administration Manager at Vermillion Wealth. David began the career as a Paraplanner at R A Cowen and Partners (Financial Services) Ltd. Education includes involvement with the Chartered Insurance Institute since 2006 and attendance at South Notts College from 1997 to 1998.

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Cowens Group

For over 50 years Cowens passionate professionals have delivered protection, prosperity and peace of mind for your business, large or small… for your directors, for your employees, for your family. Whether that’s for corporate and commercial insurance for large, medium or small businesses. Facilitating financial planning and future security, for individuals and families. Providing personal insurance, property insurance, vehicle insurance, public liability or bespoke cover. Ensuring employee benefits and employee well-being and offering added-value services, from income protection to mortgages. Cowens go further to ensure that our services are personal, effective, responsible and tailored to you.


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51-200

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