David joined financial services in 2015 where he first worked in a number of technical roles whilst studying for his Diploma, which he achieved in 2019. He began by advising new members of large pension schemes before expanding into holistic financial planning. 

Passionate about retirement planning, David is keen to ensure his clients are able to make the most of their life’s work and that they avoid the pitfalls our complicated tax and pension system can create. He values the relationship that he builds with his clients and prides himself on being about to tailor his advice for people from all walks of life.