David’s specialist fields are Investments, Pensions, Long Term Care Provision and all areas of Protection for both individuals and businesses.
He is a member of the Personal Finance Society and holds the Diploma in Financial Planning (including the JO6 paper which requires specialisation in Investment Principles, Markets & Environments), as well as an honours degree in economics. In addition, he has attained the CF8 qualification in Long Term Care Insurance which enables him to advise clients on the most appropriate way to cover the cost of care fees.
Having previously worked for Standard Life and Aegon in a variety of roles, dealing on a face to face basis with hundreds of IFA’s, he has a detailed knowledge of what makes a good adviser. Consequently, he prides himself on providing the highest levels of service and ensuring clients fully understand every step of the advice process.
Outside of work David is a keen cricketer, member of Yorkshire CCC and follows and plays many other sports including football, golf and squash.
*Your home may be repossessed if you do not keep up repayments on your mortgage
*The value of pensions and investments can fall as well as rise. You may get back less than you invested
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