David has been working in the Financial Services industry since 2005 and advising since 2007. He has the coveted Diploma in Financial planning and is currently working towards Chartered Status.

He originally started with Santander and then later moving on to NatWest before branching out to advise independently.

David believes in providing a personalised service for his clients without using jargon and keeping matters simple.

The main areas of advice David is active in are retirement planning, investment management and Inheritance Tax planning.

Outside of work David enjoys watching Motorsport, playing football but most of all spending time with his family.

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