David joined Courtiers as an Adviser following an acquisition in 2021, when Davidsons Independent Financial Advisers became part of the Courtiers Group.
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.
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.