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David Richardson
David Richardson
Senior Associate

Hi, I'm David Richardson

• UK Pensions • Portfolio Management • Financial Planning • Asset Management • Investment • Financial Analysis Estate Tax Planning

David has practiced as a fully-qualified Independent Financial Consultant in the UK since 1997. His UK offices are based in Cheltenham, in the Cotswolds.

Having been in the Financial Services industry for over 20 years, David has developed a full and detailed understanding of what clients are looking for.

David has trained the ability to build long-term relationships by first identifying client needs, goals and tolerance to risk - and then providing bespoke advice and solutions accordingly.

Employment History
Employment Hightlights
Qualifications

Employment History

David started his career in Financial Services as a fully-qualified Financial Consultant with Eagle Star in 1997, having studied Marketing at Manchester Metropolitan University.

After 2 years with Eagle Star, David joined Allied Dunbar. He then moved to Sanderson Financial, with whom he's been a Financial Planner for the past 18 years; building his business on a high level of service and referrals in the Cotswolds and the City of London.

Still working with Sanderson Financial in the UK, David was invited to move to Dubai and join Holborn Assets in 2013 and then Alpha Omega Partnership within Holborn Assets in 2014. This allows David to provide comprehensive holistic advice and discretionary fund management for my clients, along with the high ethical standards and excellence in advice and service his clients deserve.

More about Me

Married

David met the love of his life at Holborn; he and his wife are happily married with a daughter.

Hobbies

Rugby and food!

Extra Curricular

David says: outside of work, I am a keen golfer. I am a member of English Golf Captains, having been the Captain of Lilleybrook Golf Club in Cheltenham in 2005.

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