Financial Adviser DipPFS in Elstree
I am an experienced adviser providing holistic financial advice in Hertfordshire and the surrounding areas. I am passionate about developing long-term relationships with my clients, providing holistic advice through retirement planning, tax-efficient investments and protection. This will enable me to help individuals and their families achieve their financial goals and enjoy lasting peace of mind.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Elstree
Hertfordshire
United Kingdom
David is located in Elstree and offers expert financial advice to suit your needs.
For 25 years, I worked for a number of actuarial consulting firms, including Aon, advising companies and occupational pension scheme trustees on all matters pertaining to their pension and employee benefit arrangements. My main roles was as a client relationship manager for a suite of clients in the financial services and utilities sectors, overseeing a team providing actuarial and pensions management support for defined benefit and defined contribution occupational pension arrangements.
In 2019, I qualified as a financial adviser and worked for a number of smaller, independent firms before joining Quilter at the end of 2025. I particularly enjoy helping clients to identify their goals and working towards achieving them, as well as ensuring they can obtain peace of mind should anything untoward occur on their journey towards reaching their objectives.
Outside of work, I enjoy spending time with my extended family, as well as reading, eating out and going to the theatre, locally and in the West End. I also enjoy watching football, both on television and in person and I have passed on my support of Chelsea to my children, which they used to thank me for!
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 15 January 2026.
