David has been working in the financial services since the nineties, and has more than two decades’ experience as a valued and trusted financial planner. As you would expect over such a long and successful career, David’s knowledge is comprehensive, covering all areas of financial planning, including pensions, family protection, investments, and tax planning. He can also advise on creating a sustainable income for retirement, and the most appropriate ways to preserve your wealth for your lifetime, and the generations to come.
David lives with his family in Cornwall and predominantly works throughout the Cornwall and Devon area.