David is the other half of the advisory team and is a Chartered Financial Planner.

David’s role is predominantly advising his clients, along with responsibilities for some of the marketing activities within the business.

Specialist Areas

- Financial Planning
- Taxation and Trusts*
- Investment Planning
- Personal Retirement Planning

*Please note that Trusts are not regulated by the Financial Services Authority.

Career
Graduated from Leicester University with a law degree, worked at Bradford & Bingley and Legal & General.

Personal Assistant Contact Details
Pat Parnell - (0151) 929 6025

Sports
Golf, running and rugby (retired!)