David is the newest member of the advisory team, having joined us recently from another local IFA practice.
David graduated from the University of Portsmouth in 2008, with a BA Hons in Business Studies. He holds the current industry benchmark qualifications, along with additional specialisms in mortgages and Home Finance (Equity Release). David also holds the Long Term Care qualification, recognising him as a Later Life Advice Specialist.
In addition to the above, David is also currently studying towards becoming a Chartered Financial Planner and hopes to achieve this status over the next few years. This is the most widely accepted gold standard qualification available for Professional Financial Advisers in the United Kingdom. David has a wide knowledge in all aspects of financial planning, and has a particular interest in Pensions, Investment (both mainstream and non-mainstream) and tax planning.
Outside of work, David is a keen cyclist and has also recently begun playing golf again after a number of years away from the sport.
BA (Hons), Dip PFS, Certs CII(MP&ER)