CFPcm, APFS, MCSI
David is a Chartered Financial Planner, and joined CWB in January 2015.
Qualifications and experience
David has a wealth of experience in the financial services industry, with over 30 years’ experience, within the Life Assurance, IFA, Employee Benefits Consultancy and Wealth Management sectors.
He is a Chartered Financial Planner with the Chartered Insurance Institute, a Certified Financial Planner and a Chartered Wealth Manager with the The Chartered Institute for Securities & Investment.
Outside of the office, David is a lover of sports — especially cricket, horse racing, and football, where he holds the FA Level 1 coaching badge. Aside from sports he likes to spend time with his family and has an interest in the economy and current affairs.
What his clients say
His advice and explanations are pitched at a level that is understandable and transparent. The performance of the funds he invests on my behalf have more than satisfied me. I have every confidence in the service he provides to myself and my wife.
He has always been very professional in our meetings and has communicated information regarding investments with clarity. He ensures I understand the ‘big picture’ in addition to specific details, and any risks involved in the different investments.