Our People

At Courtiers

Private Client Manager at our Okehampton and Wadebridge offices, David joined Courtiers initially as an Adviser in 2021.

Background / Experience

David’s worked in financial services advising private clients for over 30 years. He helps plan individuals’ objectives to protect and grow their wealth which includes investment reviews, tax planning, organising trust arrangements and releasing funds for retirement.

Outside Work

Happily married with a son and a daughter, David enjoys family holidays, walking the dog and finding good food & drink locally. He can be also found regularly at the local golf and country club.