About

David has worked in financial services for many years and has been a financial advisor for over 15 years now.  David has an office where clients are welcome to visit but he is more than happy to travel to meet clients face to face or to offer a video call service.  David particularly enjoys helping clients who are close to or at retirement to navigate the various pension options and plan for their income over the long term with the help of cashflow modelling.

David graduated from Plymouth University in 2002 with a degree in Accounting and Finance and began a career in Financial Services from that point. He has always enjoyed working with and helping people and so a career as a Financial Advisor was something he always worked towards.

David has lived in Falmouth for over 10 years with his wife and two young children who give him very little time for hobbies, but he enjoys a frame of snooker when he can and has been learning to play guitar for a few years now.   David prides himself on always looking after his clients, giving them the best possible advice as well as the best possible service along the way.

Professional Qualifications & Memberships

CII – Associate of the Personal Finance Society (APFS)

CII - Level 6 Advanced Diploma in Financial Planning (QCF)

CII AF1 Personal Tax and Trust Planning

CII AF2 Business Financial Planning

CII AF3 Pension Planning

CII AF5 Financial Planning Process

CII Level 4 Diploma in Regulated Financial Planning

CII Level 4 Certificate in Discretionary Investment Management

IFS Level 4 Diploma for Financial Advisers

IFS - Certificate in Mortgage Advice and Practice (CeMAP)

IFS - Certificate in Long Term Care Insurance

Always check the firm or person you’re dealing with is listed on the FCA Financial Services Register. The Register lists all the firms and individuals that are involved with regulated activities. David's regulated permissions can be found here.