Chartered Financial Planner
APFS
David has been working in financial services for over 15 years, having been with Prosperity since late 2019 and previously working with Close Brothers. Also, he has achieved Chartered status with the Chartered Insurance Institute.
As a Financial Planner at Prosperity, David is responsible for providing his clients with the best financial advice possible, from investments, pensions and protection, plus complex products around Inheritance Tax. Over the years, with dedication and commitment, he has built up a client base, whilst being entrusted by a retiring adviser to take care of her clients going forward, due to his strong work ethic and desire to put his clients first. He takes a lot of pride in being able to construct financial plans for every client and watching these come to fruition.
When not working, he spends his time with his family and indulging in his love of sport.