David emigrated from South Africa to the UK at the tender age of 14 and has been here ever since. Coming from an accountancy background, he started working in the Financial Services industry in July 1977 and still does a lot of work with firms of solicitors and accountancy practices.
David is primarily interested in people and has enjoyed looking after the financial needs of many of his clients for decades. Previously his work included pensions, investments, mortgages and more but in recent years he has begun to work with a team of other advisers, each with different fields of interest. He now concentrates on the mortgage and protection side of the business, including corporate work such as key person insurance and shareholder protection. This allows for great depth of knowledge in each area as well as more time spent with clients.
David had junior trials for Wimbledon but sadly didn’t make it. These days he is a keen golfer and much more likely to make the cut.
Chartered Insurance Institute Financial Planning Certificate (Cert PFS), Certificate in Mortgage Advice and Practice (CeMap).
Telephone: 020 7382 0446
Fax: 0844 756 0462
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