I work with my colleagues to advise clients on areas such as investment, pensions and general tax planning, making sure they get the best advice to support them in their financial ambitions.
I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, with over 20 years’ experience of advising wealthy individuals, companies and trustees.
Who is David?
What do you enjoy most about your job?
Meeting new clients, understanding what makes them tick and working with them to formulate a financial plan and make sure it remains on track in the future.
What do you do outside the office?
Travel, watch football with my son and listen to jazz.
What's your ideal weekend?
City break somewhere warm.
Dream dinner party guests?
David Attenborough, Warren Buffet and the Reading FC team of 2005/6.