Established in 1989, David Zohar Financial is a firm of Independent Financial Advisers focused on building long-term relationships with clients. They provide a high level of personal service, offering a comprehensive range of financial planning solutions including retirement planning, investments, protection, and inheritance tax planning. David Zohar Financial is a trading name of Tavistock Private Client Limited and is part of the Tavistock Investments Plc group.

Founded in

Canada