David joined Perspective (North East) Ltd in June 2023 after merging his previous financial planning practice into the group. This was to provide his clients with the added security and support of a national firm.
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.
