David has a long history in finance having done a number of retail and commercial banking roles for HSBC post university. After time at M&S Bank working across the UK, he was a local director for Lloyds Bank prior to moving to be an independent financial adviser.
He is passionate about people reviewing their financial needs and ensuring they are on-track towards achieving their financial goals. This might be protecting what you already have or looking at growing your wealth for future needs. Working with business and personal clients, David can review all areas of financial planning, including pensions, investments, protection, inheritance tax planning and business plans. David considers an independent approach vital for ensuring clients have access to the best products and services across the market.
From his past experiences he has personal and business clients and is keen to support new clients too.
Outside of work, he enjoys trying to play golf and theatre trips.
