David has worked in the financial services industry for more than 30 years. He provides holistic financial planning services to give clients complete peace of mind and keeps clients fully informed so that they can avoid expensive mistakes such as missing out on tax efficient opportunities. David has worked closely with two other Wealth Planners based in the South West, Keith Jayne and Phil Staton, for the past 6 years.
David is married with twins. He is a keen sportsman and an active golfer with a handicap of 8. He is an ex-RFU referee and officiated at the USA National Championships in Boston USA.
David is currently studying towards Chartered status and his qualifications include DipPFA.