David Snyder – Chartered Financial Planner
David Snyder
David is a Chartered Financial Planner. He has worked in Financial Services since 2020 and joined Attivo in 2024. David is an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). He also has a Master’s degree in Financial Management.
All Financial Planners require a Diploma in Financial Planning to provide advice. David holds both the Diploma and the Advanced Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. David holds the following Advanced Financial Planning Papers:
- Financial planning process
This video is intended for information only. It is not financial advice or a recommendation and should not be considered as such. If you are unsure whether an investment is right for you, please seek independent financial advice. If you choose to invest, please remember the value of investments and any income derived from them can fall as well as rise and you may get back less than you put in.