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David is a Paraplanner at Perspective (Oxon) Ltd and has been working in the financial services sector for over 8 years following an early career in the Army and running his own personal training business.

He has several specialist Financial Planning qualifications and holds the Chartered Insurance Institute’s Diploma in Financial Planning and a FdA in General Management from Plymouth University.

He previously worked for an Independent Financial Adviser, Close Brothers Asset Management and St James’s Place prior to joining Perspective. His main role is to provide technical support to the adviser team in addition to offering support for client enquiries.

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