With thirty five years in the financial services sector, David has built up a wealth of experience. He first became an adviser in 1988 and in the early part of the new millennium, built up a large regional IFA that was successfully marketed and sold in 2008. This enables him to fully understand and empathise with business owners when making their own financial decisions.
David’s aim is to work with a small number of clients, helping them to achieve their own financial goals through detailed financial planning. By working on a fee based remuneration structure, he can work solely in the interests of the client.
Outside of the office, David is married with two grown up children and three grandsons. He enjoys walking his springer spaniel, attending a crossfit gym and cycling. All this exercise allows him to enjoy good food and wine without putting on weight! A few years ago he completed the Great North Run with his family, raising over £5,000 for Sue Ryder Care and Wheatfields Hospice.