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About

I'm David McCormack, North Wales' Equity Release and Retirement Specialist. I have over 30 years experience in the financial industry where I have achieved the qualifications in:

  • FPC 1, 2 and 3 (financial planning certificate)                

  • Certificate in Mortgage Advice and Practice (CeMAP)

  • Certificate in Regulated Equity Release (CeRER)         

  • Qualified civil and commercial mediator    

Offices based in Llandudno, Conwy and Rhuddlan, also we deal with clients throughout the UK

I am also a Business Mentor for the Welsh Government Business Wales Initiative, where I help and guide new business startups to grow and develop their proposition.

When I'm not trying to research and help clients achieve their financial goals, I like to spend time walking in the Snowdonia Mountains with my family.

I have a wife, two children and two cats and I don't know which is more hard work!

I'm also a bit of a petrol head and would love to one day own a Maserati.

 
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