David is an authorised Independent Financial Adviser 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.
Good to talk: Opening up on the tricky topic of family inheritance16/11/2023
Fair share: Prioritising pensions during a divorce31/10/2023
Right first time: Three routes into home ownership12/10/2023
Rising interest: Turning attention to cash strategies in wake of rate hikes28/09/2023
Legacy planning in the face of rising inheritance tax liabilities14/09/2023