In the office
David has been involved with the Financial Services profession for the last 31 years.
He progressed through the ranks of various insurance companies before making the decision to become a business owner in 2002, when he formed a financial services practice, which he later sold.
David specialises in complex inheritance tax planning scenarios, using his knowlege and experience to create robust financial plans for our clients.
Off the clock
David lives with his partner Jen in Sale, he has 4 children Bethany, Lucy, Faye & Jack (the twins).
David enjoys spending as much time as possible with his family and friends socialising. His hobbies are reading, collecting watches, cars, music and travelling. One of his favourite places to visit is San Pedro in Malaga and he plans on spending more time there in the next few years.