David has been involved in the Financial Services industry for over 20 years and holds the Advanced Financial Planning Certificate. He is a member of the Society of Financial Advisers.

For the last 10 years, David has been an Independent Financial Adviser and has gained a wealth of experience during this time, advising clients on both their personal and corporate financial needs. David specialises in pre-retirement and at-retirement pension planning and is qualified as a Pension Transfer Specialist, under FSA rules.