After having too much fun at Bournemouth University, David worked for a provider of ethical IT products and services. After his interest in personal investment became too much, he switched paths and has been working in the wealth management industry giving advice to private clients since August 2007.
In the summer months David plays cricket for Richmond CC, although no one has told him yet that he's not good enough. He has recently joined a rowing club in Putney, and has rediscovered his enjoyment of golf having dusted off his clubs after years of neglect.
David's mantra is that he would never advise a client to do something that he wouldn't do himself. By being honest and up front, and taking a genuine interest in his clients and their financial affairs, he is able to provide a completely personalised financial planning service.
FLM Ltd. introduces to St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
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