David Goldschmidt


David is a Chartered Financial Planner and has worked within Financial Services since 2012.

He advises on a broad spectrum of financial planning areas, including but not limited to Pensions, Tax Efficient Investments, Estate Planning and Equity Release.

He particularly enjoys developing and maintaining strong relationships with clients and believes that everyone can benefit from a tailored, well-thought-out financial plan.

Outside of work, David enjoys spending time with his young family, travelling and being on a tennis court.