He first became a Financial Planner in 1985 and subsequently held Senior Management roles in banking, Board Director roles in regional IFA practices and ran his own financial planning practice. He now focuses on helping clients achieve their own financial goals using his wealth of experience.
David enjoys talking to clients, establishing what’s important and putting together a financial plan to achieve their goals.
A family man at heart with six grandsons. He enjoys walking his dog, keeping fit, running and playing paddle tennis.