Working closely with Nick Fletcher over an 18 year period, David played a key role in successfully building and growing a leading City based advisory firm, of which he was a Director for 22 years. David shares Nick’s passion for truly independent financial advice and, in addition to his client work, has a particular interest in the regulatory and operational side of the business, having previously held the role of Compliance Officer. David provides advice to Partners / retired Partners of leading City law and accountancy practices, executives in industry and family estates, and is a member of the firm’s investment committee.
David is a Chartered Financial Planner and an Associate of both the Personal Finance Society and the Chartered Insurance Institute. In addition to spending time with his family, David enjoys badminton, skiing, helping with his son’s football team and archery.