CHARTERED FINANCIAL PLANNER
David and his team look after clients of all shapes and sizes; the only thing they have in common is that they are advocates of what he does and regularly refer him to people they know.
David believes that: "Chemistry is crucial. Unless you like, trust and respect the person sitting opposite you, there's no way you should be working together. I am very happy to say no to someone if I don't think we are right for each other and I would expect the same honesty in return.
That said, if you're a busy individual who lacks the time and inclination to manage this sort of stuff yourself, then I am confident that I can bring something to the table."
Looking after clients is at the centre of everything David does:
"We aren't perfect, but we’re always striving to get better and better at what we do. There's no point having a client that thinks you're "OK". We want to really wow someone and we do that by putting ourselves in our clients' shoes, giving straight-forward, accurate advice and 'burying' them in care. Our business relies on clients introducing us to other people and they simply aren't going to do that unless they feel really good about the relationship."
David has been providing individuals and businesses with tax and wealth management advice since 2007. As one of the more experienced advisers in the practice, he takes particular pride in mentoring new advisers and helping them develop within their careers.