David Garrett

Independent Financial Planner

Email David Garrett

David is a Diploma Qualified Adviser (DipPFS) and has over fifteen years’ experience within financial services, eight of which have been spent at Kellands. David provides expert advice on inheritance tax, retirement and general tax planning for individuals, self-employed and company directors, specialising in company pension and automatic enrolment schemes.

When he’s not working David enjoys all things automotive, clay pigeon shooting, swimming, Pilates and spending time with his family.

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198 Ashley Road
Hale
Altrincham WA15 9SN

Work: 0161 929 8838

News & Views

May 5, 2026

Should you buy an annuity ahead of the new Inheritance Tax rules?

With unused pensions facing Inheritance Tax from April 2027, many retirees are turning to annuities. Learn the pros, cons and alternatives before you decide.
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