David Guntrip

David Guntrip brings over 30 years of experience in financial services. He began his career with Scottish Provident in 1988 before qualifying as an Independent Financial Adviser in 1997. During his career, David has held advisory and leadership roles with a number of respected financial services firms, including Friends Provident, Prudential Holborn, Scottish Equitable and Throgmorton Asset Management Ltd. In 2009, he became a Director at Holmes Investments, where he spent over a decade providing financial advice and helping clients plan for their future. David holds the Diploma for Financial Planning and advises on all aspects of financial planning, with particular expertise in helping clients approaching retirement and those already enjoying retirement. He is committed to providing clear, practical advice and building long-term relationships based on trust, ensuring recommendations are tailored to each client’s individual circumstances and objectives. Outside of work, David lives in Muston with his wife, Linda, and their three spaniels. He has three grown-up children and three grandchildren. He enjoys spending time outdoors, walking his dogs and sea kayaking at weekends.

Sam Downes

Sam Downes is a qualified Financial Adviser committed to providing clear, straightforward advice that helps clients make informed financial decisions. He take the time to understand each client’s individual circumstances, building long-term relationships based on trust, integrity and open communication. Sam advises on all aspects of financial planning, including pension, investments, protection and inheritance tax planning. He provides practical, transparent adviser tailored to each client’s needs, helping them work towards their long-term goals. Committed to making financial planning easy to understand, Sam helps clients feel confident about their financial future while contributing his professional development to ensure his knowledge and advice remain up to date. Outside of work, Sam lives in Wisbech with his wife and their son. He enjoys spending time training at the gym and maintaining a healthy balance between work and home life.