Diploma For Financial Advisers (DipFA)
Taxation and Trusts (G10)
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."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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