David is an integral part of the SFB Wealth Management team and specialises in working with individuals and companies to provide clear and structured wealth management advice. Wealth management covers all aspects of an individual’s financial situation and allows David’s clients to achieve their financial aspirations and objectives through a holistic financial review. This ensures financial planning is structured intelligently taking into account tax structures and legislative opportunities for effective planning.

The services David provides include:

• Investment Advice
• Retirement Planning
• Personal Protection
• Business Protection
• Employee Benefits Schemes

David started his career in financial services in 1996, and 15 years on, has gained a wealth of experience.  David has built a reputation as offering a fresh and innovative approach to financial planning for individuals and businesses.

David holds the diploma in financial planning and is currently working towards his chartered financial planning certificate.

The Financial Services Authority does not regulate taxation and trust advice.