David Mahood

Wealth Planner


Diploma For Financial Advisers (DipFA)

Taxation and Trusts (G10)

Trusts (J2)


David has worked as a Wealth Planner for over 20 years, 7 of which have been at Succession. His main area of specialism is goals based lifestyle planning ie. outlining to clients whether they can fulfil their goals pre and post retirement.

"I love spending time with my wife, daughter and 2 Westies. My spare time tends to consist of a taxi service for my daughter and long walks with the dogs."

Ready for a conversation?

There’s no pressure and no obligation – just a confidential chat to understand your goals.

Share your details and a member of our team will be in touch.

Thank you for submitting your details. We'll be in touch to arrange a convenient meeting time for you.