David has over 30 years of experience in Financial Services having worked with large insurance and investment companies including Legal & General, Scottish Provident and Old Mutual Wealth before becoming an authorised Financial Planner in 2008.
David advises many individuals, families and trustees specialising predominantly in investment, retirement and inheritance tax planning whilst providing impartial, independent holistic advice.
Diploma in Financial Planning
David’s areas of expertise include:
- Investments and related tax planning matters
- Pension planning
- Retirement options
- Inheritance tax mitigation and trusts
Likes: I enjoy socializing with family and friends, eating and drinking, playing golf and watching cricket. I love long walks in the countryside with my wife Lisa, that end in a pub! My favourite holidays destinations are Portugal, Italy, France and Barbados.
Dislikes: Not too many dislikes but I can’t stand poor service of any description, and I really can’t bear Americanisms (not ‘Americans’ I hasten to add!)