Chartered Financial Planner
Pension Transfers (AF7)
Long Term Care (CF8)
Certificate in Equity Release - Cert CII (ER) & Certificate in Mortgage Advice - Cert CII (MP)
David has 30 years of experience within Financial Services and have advised clients in all areas of Financial Planning at the highest level during this time. Before joining Succession, David was Managing Director of Cassidy Coutts Donald & Partners Ltd Chartered Financial Planners near Fareham. He has been at Succession since 2014 with a team of administrators in the Salisbury office.
"I am keen on many activities such as windsurfing , kayaking, squash etc and general fitness. Running the London Marathon 2021 for charity to break Long Covid effects, training with the local running club. Consider myself adventurous having travelled the world in 1990 -91 and like to spend time with my family encouraging them to do the same."
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