David has been helping his clients navigate the financial services sector since 1999. He has vast experience in all areas of financial planning. He holds a BA Honours Degree in Management, The CII (Chartered Insurance Institute) Diploma in Financial Planning qualification, and in addition to this he also holds Specialist CII Taxation and Trust qualifications.
David enjoys keeping fit and is a keen runner and swimmer, he also walks regularly in the Lake District and Snowdonia including trips to the Alps. David is active in his local community and serves as a school governor at a Primary School in Lymm.