Areas of expertise: Investments, Pensions, Protection, Tax Planning, Trustee and Corporate Investments, Inheritance Planning, Financial Review, Long Term Care
David wants to be able to help clients achieve their financial goals as efficiently as possible whilst protecting the wealth they have already worked hard to build up. David has over 30 years of experience in the Financial Services sector and in the last 20 years has specialised in Investments, Pensions and Protection. He left the Halifax after 28 years of service, moving to a small Financial Services firm in Newark. David joined Chattertons in 2016. David first started living and working in Grantham 30 years ago. He had many happy years in the town before eventually moving and settling in Lincoln. David worked at the Halifax in the Cornhill in Lincoln working with many clients and helping them achieve their goals. He is married with a now grown up family. The newest edition to the family was a Siberian Husky who keeps him very active. David is a regular in the gym and still enjoys watching and playing football and golf.
- CeMap (mortgage qualification) in 1999
- CeFa (Financial Services qualification) in 2000
- DipFa (Financial Services qualification) in 2012
- CeLTCI (Certificate in Long-Term Care Insurance qualification) in 2019