David is a Chartered Financial Planner, recognised as the gold standard of financial planning qualifications. He has over 18 years’ experience with specialist expertise in pensions and retirement planning, and is qualified as a Pension Transfer Specialist.
David joined Perspective (Home Counties) Ltd when his former firm 2hWealthcare was acquired by Perspective in 2021.
As well as providing specialist pension’s advice David is keen to understand his client’s needs and objectives and is an advocate of Lifestyle Planning using the latest cash flow modelling software.
Outside of work David enjoys spending time with his family and is a very keen cyclist and can often be seen competing at road and mountain bike races across the south of the country.