Role: Business Development Director
Location: Lancaster Office
Qualifications: Dip PFS LL.B
David can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
David has worked in Financial Services for most of his working life and is qualified to provide advice on all areas of financial planning. He specialises in charitable and corporate financial planning and is an adviser to the board of The Well Communities CIC.
He particularly enjoys the part of his role where he is meeting new people and making new connections.
Outside of work, David enjoys watching football, playing squash, reading personal development books, listening to music, and watching crime thrillers on Netflix.
David is married to Claire and they have two children, Jack and Rose. When asked about his favourite food, David has a passion for Thai and Mexican cooking.