Wealth Manager
David has been working in financial services for over 10 years, having been with Prosperity since late 2019 and previously working with Close Brothers. He achieved his Diploma in Financial Planning in 2018 and is studying towards achieving Chartered Financial Planner status with the Chartered Insurance Institute.
As a Financial Planner at Prosperity, David is responsible for providing his clients with the best financial advice possible, from investments, pensions and protection. He is also responsible for writing our technical reports regarding these proposals for clients, plus undertaking thorough research and analysis to support our recommendations.
When David is not working, he spends his time with his family and indulging in his love of sport.