Areas of expertise
Personal financial planning; pre-retirement planning; retirement income strategies; estate planning; employee benefits.
David has helped clients achieve their financial goals through highly-personalised planning which is grounded in strong, long-lasting relationships. His strategic advice has helped individuals build, protect and transfer their wealth in a cohesive and efficient way through the use of appropriate structures and investments. David is also experienced in helping business owners design and implement appropriate benefits schemes for employees.
Notable client work and achievements
- Helped establish a UK-wide retirement advice service for a leading employee benefits firm
- Guided families to financial outcomes which protect wealth and provide for the needs different generations
- Advised senior executives of FTSE100 companies on retirement income and tax strategies
David holds the Diploma of the Personal Finance Society.