Advising clients since: 2004
Qualifications: Diploma In Financial Planning, CFP Chartered MCSI
Areas of expertise: Investments, Retirement Planning
Having worked in various advisory roles within financial services since 2004, David joined The Cameron James Partnership in January 2011. During his time with the firm he continued to further his credentials completing several qualifications and is now Chartered MCSI.
David is highly valued by both his colleagues and clients alike, who find him technically astute yet extremely personable. His strength is in understanding a situation and presenting complex information in a way clients can comprehend effectively in order to identify, prioritise and structure their planning objectives with his guidance.
In his spare time David enjoys music and is a dab hand with multiple instruments, sporting activities and taking part in challenges to raise money for charity.