He brings eight years of experience as an Financial Planner, having developed a strong and well-rounded background across a variety of advisory and planning environments. His decision to join Perspective followed a recent relocation and a desire to work with a firm that aligns closely with his career ambitions, ethical values, and long‑term professional objectives.
In his role at Perspective, David focuses on building meaningful, long-term relationships with clients and helping them achieve clarity and confidence in their financial futures. He is guided by a strong commitment to acting in each client’s best interests, an approach that ensures he provides thoughtful, client‑centred advice and consistently delivers a high level of support.
Outside of work, David enjoys being a parent and is actively engaged with community charities and his local church. He also enjoys boxing and paddle sports, and when he wants to slow down and reflect, he often heads out for wild camping—especially on Dartmoor in Devon, where he finds space to recharge and unwind.
