David has practiced as a fully qualified Financial Consultant in the UK since 1997 and continues to do so with his UK offices based in Cheltenham in the Cotswolds, whilst also working with Holborn Assets in Dubai since 2012 and was invited into the Alpha Omega Partnership in September 2014.
He has grown his business over the past 18 years by providing the highest level of client service and the resulting referrals that come from the long-term relationships he has built with clients.
Key to establishing himself as top financial planner is the ability to identify clients individual needs and aspirations and then providing tailor made solutions to meet them. Clients then benefit from regular quarterly reviews to ensure their plans stay on track and fully meet their requirements.
Providing comprehensive holistic financial planning for Expats in the UAE and those returning to the UK, David specializes in UK pensions, investments, family protection and estate tax planning.