Prior to becoming a financial adviser I worked for Co-operative bank and Nationwide building Society. I have been a financial adviser from the age of 23. Dealing with clients on a personal level and providing ongoing service throughout their various stages in life is very rewarding. Every client needs to be treated as an individual and this is what makes my job so interesting and enjoyable
On a personal level I enjoy keeping fit and can be often seen pounding the streets of Exeter doing my best to stay fit and healthy.

David is a Protection Specialist who has advised for the last 6 years with industry recognised qualifications in Financial Services and able to support clients with protection relating to personal and business needs.

I began my career in Financial Services over 20 years ago and I have worked in a number of different roles for major companies within the financial services sector throughout the South West. I believe that it is paramount to build a long standing relationship with all my clients and to maintain regular contact to make sure that each individual client continues on target for their short and long term objectives, I have always lived in Devon, and outside of work family time is important to me. I am married to Julie with three grown up children.

Born and raised in Exeter I have worked in financial services for 25 years. I really enjoy speaking to our clients and being a friendly point of contact for them. My role also involves providing support to our advisers, to enable them to provide the solutions to our clients’ needs.