David is an experienced financial industry professional, business mentor and entrepreneur. His experience in financial planning has spanned over 30 years, in which time he has overseen many changes in the investment and regulatory landscape. He has experience of working in the UK and Internationally.
As a founder and CEO of a successful International Financial Planning and Wealth Management Company, David has overseen the growth and development of the business since its inception in 1994. He built the business on the foundations of his own high standards, transparency and integrity. This approach was central to the ethos and culture that helped form the hard-earned reputation as trusted advisors to their clients. He recently sold the company to Private Equity Skybound Capital.
David now runs a business consultancy, working as a coach and mentor. He provides strategic guidance and business planning to ambitious SME’s across a number of industries. Throughout his career, David has been involved in a number of charities and served as a Magistrate as well as serving in the Territorial Army.