David has almost 35 years of experience in financial services, with 25 years of those providing advice direct to the public. His career in financial services started in 1988 with Friends Life and in 1998, David made the move to become a financial adviser. David has worked with firms of accountants in London and national firms of Independent Advisers.
David advises on all aspects of financial planning (including pensions, investments, and tax planning) and deals with a diverse array of clients, from self-employed and owner-managed businesses to partners and directors of larger enterprises, as well as a number of trusts. A number of David’s clients have been with him for over 20 years, through the sales of businesses, and into retirement. David will often have been the trusted financial adviser for multiple generations of families.
David is a keen cyclist and skier and lives in Essex with his wife, children and dog.
The Financial Conduct Authority does not regulate taxation and trust advice.
