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David joined Perspective (South East) Ltd as Chartered Financial Adviser in 2021 from an acquisition.

David became a Financial Adviser in his mid-twenties in March 1988, working for a large UK insurer alongside his father in Canterbury. There were some short spells with other providers, a Bank and IFAs before establishing his own firm in May 2002, which has always had a strong emphasis on a high level of ongoing service.

When the Chartered Insurance Institute introduced Chartered status for financial advisers in 2005, David was one of several hundred IFAs sufficiently qualified to be given the Chartered Financial Planner title at the launch. Over the last 33 years David has experienced a wide range of economic and trading conditions, advising both personal and corporate clients. Most recently, focussing on personal financial planning and investment advice to UK families.

 

 

 

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