As first time investors my husband and I wanted to "get it right". We had met with a few financial advisors to assess our options, but David was highly recommended by a friend. We have found David to be open, patient, highly knowledgeable and professional. He answered all our questions and always responded quickly. He provided... read full comment
June 2021
Having been offered early retirement, I needed an adviser to support me in managing my various pension pots and savings to provide income. David immediately impressed as a trustworthy individual who keeps the clients interests at the forefront of his activity. He explains options in a straightforward manner and always... read full comment
June 2021
I have conducted business with David and his team for some years now. David has always acted with utmost professionalism integrity and accuracy when helping me with my financial planning. He gets to know exactly what his clients' needs are, offers sound advice and makes honest an assessment of the facts and figures available.... read full comment
