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David has worked in the Financial Services industry since 1988 covering various roles.  He has worked directly for investment and pension companies, for a Bank’s Private Client arm and for many years as an Independent Financial Adviser, therefore bringing a wealth of experience.

David is currently part way through achieving his Chartered status and is a qualified will writer.  He is a member of the Institute of professional Willwriters and is qualified to write wills, trusts in wills and LPA's

.‘I believe it is vital to regularly review a client’s personal objectives and so I focus on regularly seeing my clients and aim to build long term trusted professional relationship’.

Outside of work David spends time with his family and enjoys 2 wheeled sports (with or without an engine!).


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Chartered Financial Planners Image (Transparent Background)Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122


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