He began his career in 2000, providing support and services to financial advisers before becoming a Financial Adviser in 2014, giving him a broad understanding of the profession from multiple perspectives.
He is a Chartered Financial Advisor and has supported clients across a wide range of financial planning needs throughout his career. While he advises across all aspects of financial planning, he has particular experience helping clients and solicitors navigate pensions and divorce-related financial matters.
David’s approach is guided by a simple principle: “Would I advise my parents to do this?” He is committed to providing clear, trustworthy advice that puts clients’ interests first. What he enjoys most is seeing the positive impact of financial planning, whether that’s helping someone retire with confidence or reassuring a client that they can support their family without compromising their own future plans.