Qualifications
- Advanced Diploma in Financial Planning
- Master’s Degree in Applied Economics
- Bachelor’s Degree in Economics
Specialisms
- Business owner transition strategies
Further information
I help private individuals, families, business owners and executives make confident financial decisions, particularly when they are building wealth, planning for retirement or navigating major life changes. I take the time to understand what clients want their ideal life to look like and use that bigger picture to create clear, adaptable financial plans that give them greater confidence and control. Whether they are preparing for retirement, selling a business, receiving an inheritance or simply looking to make the most of their wealth, I provide calm, straightforward guidance and ongoing support, helping clients understand their options, manage uncertainty and feel reassured that they have a plan in place for whatever the future may bring.
Personal interests
I am a keen follower of football and Judo, having participated in both for the majority of my life.
Email David
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.