Hi, I'm David Wells
Regional and Global Equity Investments, UK Pensions Transfers
David Says: 'I believe that pension transfers, as they become increasingly competitive, need to be fully understood by a financial adviser. Many of my clients have sadly experienced the opposite. Like me, Holborn Assets is keen to promote the values that matter: openness, honesty and transparency. This is why I like to work at my clients’ pace, ensure everything’s clear and that they have time to think before acting.’
Davis is fortunate enough to have been in the financial industry for over 25 years. Starting with Barclays in 1986 until 2009, david was an International Investment Manager in London before setting up Barclays Premier Banking in Dubai in 2004 and then moving over to Barclays Wealth MENA. Following this with two years at Standard Chartered Private Bank. In 2012 he moved to Mauritius to work for a Private Bank before being headhunted by Holborn Assets in the summer of 2013.
David has continued to build on his career successes with further professional qualifications over the years. Beginning with the Financial Planning Certificate (1998), he has also gained the Institute of Bankers Certificate in Offshore Investments (2001), the IFS Level 3 Certificate of Mortgage Advice and Practice (2003), the SII Level 3 Certificate in Investments (2004), the SII Unit 4 Securities and Financial Derivatives (2004), culminating in the CFA Level 3 in Investment Management (2009).
My Favourite Quote"Don’t listen to what they say, go see for yourself"
More about Me
David Says: I’m very lucky to have a wonderful wife and two beautiful children—who never complain about my guitar playing!’
David ran the London Marathon in 2010 and finished 33,579th of out of 35,000!
What My Clients Say
‘I found David’s relaxed but professional approach a very pleasant surprise. Finance can be a sector full of pushy ‘won’t-take-no-for-an-answer’ types. David, though, always makes you feel utterly confident, as he comes armed with the best impartial advice and his years of experience. After struggling for years to find a well-balanced and transparent FA, finding David has been such a relief.’–James Thomas