Having been a qualified Financial Adviser since 1998, David is experienced in advising on all aspects of financial planning for high net worth individuals and corporate clients alike, he is also well versed on the compliance and regulatory roles of the industry.
David has expertise in different disciplines, namely:
- Pensions and Retirement
- Inheritance Tax Planning
David holds Chartered Financial Planner status which is the professional body’s “gold standard” of excellence and integrity; he is able to achieve and maintain high ethical standards for all those concerned. This is achieved in a friendly, professional manner by being accountable and accessible whilst being realistic in managing client expectations.
View David's Statement of Professional Standing