Having graduated from university with a BA (Hons) in Accountancy & Business Management in 2003, David moved into Financial Services in 2005 and worked in a number of roles to develop his knowledge and become a Technical Paraplanner for our Macclesfield Office in 2010. By November 2011, David had achieved his Diploma in Regulated Financial Planning and was promoted to his current Financial Adviser position.

David has since developed his knowledge by attaining both Chartered status (2017) and becoming a Fellow of CII/PFS (2023). David has been able to hone these additional qualifications with his accounting background to provide specialist advice for Business Owners, Directors and Partners in all aspects of Financial Planning.

David believes in technical knowledge to give his clients the best possible solutions. This allows him to specialise in more personal areas of Financial Planning, such as Long-term Care, Legacy & Inheritance Tax planning and Pensions & Divorce.

Outside of work, David enjoys playing football and watching Formula 1 – with his ambition being to visit all the tracks on the F1 calendar at some point. He also admits to being probably the only Financial Adviser who doesn’t play golf, but he is trying to learn.