Having been in the industry for over 20 years, I have developed a full and detailed understanding of what clients are looking for -with the ability to build long term relationships by identifying their needs, goals and tolerance to risk and then providing bespoke advice and solutions accordingly.
Skills and expertise
Financial Planning, Chartered Insurance Institute
Marketing, Manchester Metropolitan University
“I started my 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 I joined Allied Dunbar and then Sanderson Financial with whom I’ve been a Financial Planner for the past 18 years, building my 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, I was invited to move to Dubai and join Holborn Assets in 2013 and then Alpha Omega Partnership within Holborn Assets in 2014. This allows to me to provide comprehensive holistic advice and discretionary fund management for my clients, along with the high ethical standards and excellence in advice and service my clients deserve.”
In his personal life, David met the love of his life at Holborn and is happily married with a daughter. He is a keen golfer and a member of English Golf Captains.