Having worked in financial services for over 20 years in client facing roles I have seen and been part of a very wide range of client offerings. I'm experienced in providing financial advice and wealth management solutions to both private and corporate clients.
As a Financial Planning Consultant with AWFP I am proud to be part of a business which is committed to the highest level of client care both at the outset and throughout the relationship.
I try to step in to the client’s shoes and see their unique situation, allowing me understand their objectives. This is essential to putting in place the most effective planning for each and every client. This approach and method to planning enables me to put a clear financial strategy in place for clients and evolve it on an on going basis as their career, business and family go through each stage of development.
With a client rating of 4.8/5, David has been featured for the second year running in the '2021 Guide To The UK’s Top Rated Financial Advisers'.