He has 26 years of experience in the Financial Services industry and became a Financial Adviser in 2014. As a Chartered Financial Adviser, David has broad experience and regularly supports clients and local solicitors with pensions and divorce planning.
His approach is guided by the principle “Would I advise my parents to do this?” He enjoys seeing the real impact of financial planning, whether helping someone retire with confidence or give financial support to their family without affecting their own long‑term plans.
Outside of work, David spends time with his family and enjoys mountain biking in the Chiltern Hills. He is also a classically trained musician. One of the top items on his bucket list is taking his family to Costa Rica to explore its wildlife, especially reptiles and amphibians.
