Chartered Institute for Securities & Investment
Client Senior Manager
David specialises in advising on and managing the complex financial matters of business owners across the Yorkshire region and further afield. This includes trust, pension, corporate and Charity portfolios along with wider family planning. He has worked in the financial services industry for 15 years’ with 10 of these at Brown Shipley. He studied at the Newcastle University where he gained his Economics degree and is a Chartered Wealth Manager.