David has been providing independent financial advice since 2017. He is a Chartered Associate of the London Institute of Banking & Finance, holding both level 4 and 6 qualifications. Prior to this, David obtained a Bachelor’s degree in Economics, followed by a Master’s degree in Finance & Investment.
David mainly works with two types of clients. The first have accumulated capital and are seeking professional advice as to how best tax-efficiently protect, invest, draw-down from and grow this capital.
The second type are those who are still working and looking to accumulate wealth. They wish to make regular savings and investments within a financial plan to meet their long term life and financial goals.
Away from the office, David enjoys spending time outside with his family. You will often find him enjoying hikes with his dog, going to the gym and playing golf.
David takes a keen interest in sport and follows football, golf and boxing.