Get to know David
I joined Citywide in 2018 and came with experience working as a consultant and an independent financial adviser.
I work closely with a diverse range of clients across a broad spectrum of financial planning areas, with particular emphasis on pre- and post-retirement planning, estate planning and wealth accumulation. For the past 20 years, I have also volunteered as an External Specialist for the Chartered Institute for Securities & Investment.
When I’m not at the office, you’ll often find me spending time with my young family. I also enjoy volunteering as a school governor at my children’s school where I can contribute in a small way to the local community.
Enrolled in MSc Finance, University of Gloucestershire
