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 and is registered as a Client Advisor in Switzerland. In addition to spending time with his family, David enjoys badminton, skiing, helping with his son’s football team and archery.