Important information
On the job
David is a skilled financial planner with over ten years of experience in investments and business. Before joining financial advice, he worked with multinational agencies, helping teams deliver complex projects and hit their goals.
Today, he leads a passionate team supporting a wide range of clients. Over the years, David has helped families navigate life’s ups and downs, creating plans that protect future generations, grow businesses, and make retirement feel secure.
To David, income, businesses, and savings are the building blocks for life’s best memories. He starts by understanding what each client wants to achieve, then helps them use their assets wisely, adjusting the plan as life, tax rules, or goals change – so they can keep moving toward the future they want.
In David’s free time
Before having his two young children, David loved going to the theatre with his wife, keeping fit, travelling Europe, and snowboarding.
Life looks a little different now, with more time spent at soft play than the theatre. David loves nothing more than spending time playing with his children and still makes sure to stay active and fit in a bit of travelling whenever possible!
David is a keen Audible listener, finding it the perfect way to enjoy books while on the move. He also loves taking his son to watch the local rugby club, especially on sunny days.
David’s likes
- Coffee
- Positive people
- Playing any sport
- Going to the gym
- A tricky murder mystery book
- Food – especially a good pie or cake!
David’s dislikes
- Moaning
- Mistakes
- Mushrooms
- Bad drivers
- Arrogant people
Production