David McCormack

I have been involved with the financial industry since 1991, when I was employed with Pearl Assurance. I have gained to date my FPC 1,2+3 (Financial Planning Certificate), CEMap (Certificate in Mortgage Advice and Practice), CERER (Certificate in Regulated Equity Release).

Throughout my working career, I have successfully been involved in my own business venture as an independent mortgage brokers employing more than 12 mortgage advisers and 3 administration staff, a joint venture in Debt Management and am currently an associate director of a small independent pension company and co-founder of Finesse Finance specialising in commercial finance to SMEs.

I have built up a strong client portfolio referred to me from existing clients and by dealing within this industry I have gathered a vast amount of knowledge. During my career I have always built a strong working business relationship with my employees and ensure they achieve their goals and work to the best of their ability by mentoring and coaching them through their careers, to develop their skills and build confidence.

Business top-tip

Don’t expect to be an overnight success - you can strike lucky if you have the right product in the marketplace at the right time and at the right price, but true success takes years, and a lot of trial and error. Never stop learning or believing in yourself and your product.

David McCormack
  • Full name:
    David McCormack
  • Role:
  • Location:
    North Wales