David holds numerous advanced financial planning qualifications and is licensed to advise on all aspects of financial planning from savings & investments to pensions and retirement planning. David enjoys building long lasting relationships with his clients built on mutual trust and through regular contact. He specialises in complex pension, estate planning and investment strategies. To bring this all to life, David loves using cash flow modelling to help his clients achieve the lifestyle they want.
Outside of work, David's priority is spending time with his young family. He also enjoy triathlons, football, golf and cricket.