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Having completed his degree at Lancaster University in 1991, David worked for a number of large financial services businesses in the Midlands before settling with his family, back in Lancaster and joining Armstrong Watson in 2003. In 2005 David became our Financial Planning Director and managed our team of advisors throughout the North of England and the South of Scotland and in 2012 he became a Partner of the firm combining managing a team of advisors with continuing to advise his own clients.
David is passionate about face to face financial advice and about adding value to clients. He takes pride in his technical knowledge and experience and has now been a Chartered Financial Planner for more than a decade. However he believes that being able to give quality advice and build great long term relationships with clients is about more than knowledge. It is about being interested, engaged and determined to seek the best outcomes for his clients.
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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.
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Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is 15 Victoria Place, Carlisle, CA1 1EW. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited.
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