David has worked in the Financial Services industry since 1988 covering various roles. He has worked directly for investment and pension companies, for a Bank’s Private Client arm and for many years as an Independent Financial Adviser, therefore bringing a wealth of experience.
David is currently part way through achieving his Chartered status and is also a qualified Willwriter. He is a member of the Institute of Professional Willwriters and is qualified to write Wills, Trusts in Wills and Lasting Power of Attorney.
David has been in the financial service industry for over 30 years and prior to working for PFM was a client Manager for a Private Bank.
‘I believe it is vital to regularly review a client’s personal objectives and so I focus on regularly seeing my clients and aim to build long term trusted professional relationship’.
Outside of work David spends time with his family and enjoys 2 wheeled sports (with or without an engine!).