David joined Portfolio in September 2020. David is a highly experienced financial planner, and wealth manager, having worked for a number of high street banking organisations including Lloyds Wealth, Bank of Scotland Investment Service, and the NatWest Bank; as well as at a boutique Asset Manager in recent years.
He hopes to achieve his Chartered Financial Planning status later this year, and is a qualified Discretionary Investment Manager (Cii J10), and pension transfer specialist (Cii AF7).
David specialises in investment and pension advice to company directors, professionals and wealthy individuals, and has worked in the past with a number of professional sports people. He’s also worked for many years dealing with trusts, charities and not-for-profit organisations.
David has clients based from London to Edinburgh, in the South West of England, and closer to home here in South Wales.
David has a dual role. Firstly, doing what he loves which is to give great financial advice and wealth management guidance to great clients. Secondly, David manages our team of in house IFAs, mentoring, and guiding them; and heads our in house investment management team.