David has worked in the world of financial advice for over twenty years as an adviser, Regional Manager and Managing Director. Previously employed by LloydsTSB, Birmingham Midshires, Halifax and Bank of Scotland, he has also been involved with Scottish Widows, Cheltenham & Gloucester, Axa and Insight Investments.
It became clear to David that rather than use his qualifications and experience to train and develop financial advisers for the benefit of massive PLCs, he could set up a company that would truly serve the needs of its clients; locally, independent and for life.
Selected by our industry regulator, the Financial Services Authority (now the Financial Conduct Authority), David delivered its 'Making the Most of Your Money' presentations. He is regularly quoted in the national press and is a financial commentator for BBC Somerset radio. You can listen to David's archive at our audio page.