David is our Managing Director, with responsibility across the advisory and operational aspects of the business.  He continues to advise a group of clients and is the Chair of our Investment and Risk Committee.

• Chartered Financial Planner
• BA (Hons)

• Fellow of the Personal Finance Society (FPFS)
• The Chartered Institute of Securities and Investment (CISI)

Creating strategies to help clients achieve the things that are most important to them.  Seeing a client realise they can do something they’d previously thought was unattainable is the best part of the job for me.

Personal development, both my own and that of the team around me.

The unwavering focus on achieving the best possible outcome for clients and the knowledge that everyone in the team shares it.

I have two young sons who keep me very busy!  I’m a Brighton & Hove Albion supporter (having grown up in Sussex) and take an interest in most other sports.