David is a level 4 qualified financial planner. He is currently working toward chartered status and has recently attained his Pension Transfer Specialist status.
As a financial planner, I very much enjoy helping clients achieve their aspirations with all areas of their money management, and financial future planning. This is where I really receive high levels of job satisfaction. My level 4 qualification underpins financial planning and provides me with technical knowledge on investments, pensions, life assurance and mortgages.
My main love is spending time with Family, Friends and the odd pet or two! It’s pretty stereotypical for an adviser but I love to play golf! Away from the course, I love to fish and travel. I love life and try to soak up as many experiences as I can.