Get to know David
David joined Citywide in 2018 and provides broad financial planning advice tailored to each client’s unique needs.
David has over 30 years of experience in financial services, including the past 20 years as a private client financial planner. He specializes in pre- and post-retirement planning, as well as estate planning, helping clients secure their financial future with confidence.
David is passionate about building long-term relationships and takes a personalised approach to financial planning. Using the Citywide Financial Success Programme, he works closely with clients to develop strategies that align with their life goals, ensuring they feel informed and in control of their financial journey.
Outside of work, David enjoys spending quality time with his family.
