Dave supports and coaches the Financial Planning Technician team. He is also a member of the Investment and Risk Committee. Dave ensures the solutions recommended within financial plans are suitable for client needs based on the latest legislation. He also helps to design and implement operational processes for the business.
- Certified Financial Planner
- Diploma in Financial Planning
- Chartered Institute of Securities and Investment (CISI)
- The Personal Finance Society (PFS)
- The Chartered Insurance Institute (CII)
What do you enjoy about your role?
Variety. My role is fast paced and I naturally end up spinning many plates at the same time. Moving from task to task helps to keep things interesting.
What are you passionate about?
Being the best that I can be, setting a good example for my daughter and helping those that need it.
What do you like most about working for Fiscal Engineers?
We take great effort to ensure we employ the right people, who share the values of the firm. By doing so we have created a strong bond internally that can only be described as a family. The level of effort the team goes through to deliver the right service for our clients is astounding and it is a great thing to be a part of.
What are your interests?
I love to socialise with family and friends which usually merges with another interest of dining out! I’m also a great fan of music and love to both listen and play.