With over 35 years in Financial Services, David’s career began as a foreign exchange trader at NatWest Markets before progressing to Head of Trading roles at major international banks. He later transitioned into Private Client Wealth and Investment Management, where his expertise truly flourished.
David is currently working towards the CISI Level 6 qualification in Advanced Financial Planning, further strengthening his ability to deliver comprehensive advice.
His role focuses on helping clients achieve their long-term financial goals, from pension planning and wealth management to intergenerational strategies that mitigate inheritance tax. David prides himself on explaining complex concepts in clear, jargon-free language, ensuring clients feel confident and informed.
What David enjoys most is building lasting relationships and delivering exceptional service. He finds great satisfaction in guiding clients toward financial clarity and helping them secure their future.
Outside of work, David loves spending time with his family and taking long walks with his dog. A lifelong West Ham United supporter, he remains a passionate armchair fan of his team.
