David wants to be able to help clients achieve their financial goals as tax efficiently as possible whilst protecting the wealth they have already built up.
David has over 30 years of experience in the Financial Services sector and in the last 16 years has specialised in Investments, Pensions and Protection. He left the Halifax after 28 years of service, moving to a small Financial Services firm with a base in Newark in 2014.
David first started living and working in Grantham 28 years ago. He has had many happy years in the town before he eventually moved to Lincoln, getting married and helping to raise their 3 children. The family has recently welcomed a Siberian Husky into their home. David actively participates in any sport and still loves watching and playing football, golf, squash and using the gym.