David has over 25 years of experience working within the financial services sector. His roles have been varied in that time and have included advisory and specialist roles, team management and advisor training.

Prior to joining Kingswood, David has worked for large companies such as Cooperative Insurance, Lloyds Banking Group & more recently Sterling Trust Professional LTD.

David has spent the last 10 years focusing on wealth planning for high net worth clients. He believes that treating his clients as he would expect and like to be treated is a key component in providing quality and sustainable advice. As a result, a lot of David’s current work is from personal client referrals. Alongside his personal clients, David also provides pension, investment & protection advice to many corporate clients.

Outside of work David has a keen interest in sports & music & enjoys travelling.