I am David Formby Booth, married to Darryl for 45 years. We have two wonderful sons who both work in Financial Advising, Travel and IT.
I started consulting 38 years ago in the financial services market and 5 years later added estate planning to our expertise. We are very proud of our journey with advising clients along the way in how to protect their loved ones.
My legacy statement will continue as “Never to soon, often to late”
We are committed to providing a full range of services to client’s and as part of that commitment we work in association with Countrywide Tax & Trust Corporation Ltd. It’s impossible to know everything, hence why we employ their services. Of the five directors of the company, four are full STEP members as well as other members of staff. (Society of Trust and Estate Practitioner.)
DB Consultancy ensures all our clients with an efficient, first-class and professional service, whilst retaining the personal touch. The benefit of our ongoing study around Wills and Estate Planning allows us to keep up to date with all the current changes in the law. Our clients can expect full assurance with confidentiality.
Our strength is offering bespoke planning. We focus on the quality of service to secure a proven track record in long lasting relationships. We aim to put you in control of your financial affairs, so you have complete peace of mind.
With the correct planning in place, you can ensure that your wealth passes to the right people at the right time and in a manner that provides a protection plan that is tax efficient.
In addition to our services, we can assist you with our Lasting Powers of Attorney service, when you chose who will manage your financial and welfare affairs, should you fall into mental or physical incapacity.
This important and final aspect of planning gives the one’s you trust, full control of important decisions, outside the alternative of a Government agency (the Court of Protection).
Reasons to use DB Consultancy
We aim to offer all our clients:
- An efficient, first-class, professional service whilst retaining the personal touch
- The benefit of 30 years of experience and study around Wills and Estate Planning
- A plan to suit your specific requirements
- Assurance of our confidentiality and trustworthiness
We want you to:
- Feel in control of your financial situation
- Be clear about your options
- Identify and achieve your financial goals
- Mitigate your tax liability wherever possible
- Have a knowledgeable adviser to turn to whenever the need arises