Director/Chartered Financial Planner
Direct Dial: 01603 786823
David started his career in the financial services industry with Aviva (formerly Norwich Union.) He joined S&P in 1996 to develop his skills in a client-facing role as an independent financial adviser within a local firm.
Since joining S&P, David has gained significant experience of clients’ financial planning requirements and has built strong long-standing relationships with a wide range of clients. Obtaining an in depth understanding of their circumstances is important to him in providing a financial plan to meet the agreed needs for each individual or family.
As a Fellow of the Personal Finance Society, Chartered Financial Planner and Associate of STEP, David has gained a wealth of technical knowledge, which combined with practical experience, helps him to advise clients in a wide range of situations.
David is an important member of the S&P Management Team.
Outside of work, David is very involved in athletics. He coaches children and young adults aged 11 to 18 in middle distance and cross country running for City of Norwich Athletics Club.