David

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.

Hear from David's clients


"David has sound knowledge of the financial system and explains quite complicated financial issues in a way I can understand. "

Tony Skilton

Clinton Askew

CEO and Financial Planner

CEO and Financial Planner

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Gillian Davies

Operations Director

Operations Director

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James Luke

Financial Adviser

Financial Adviser

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Matt Burt

Paraplanner

Paraplanner

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Natalie Smith

Operations Manager

Operations Manager

Olivia Gunningham

Client Services Executive

Client Services Executive

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Sam Fryer

Client Services Executive

Client Services Executive

Tomos Croxon

Client Services Executive

Client Services Executive

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Max Sapsed

Client Services Assistant

Client Services Assistant

Abhi Kalaiventhan

Client Services Assistant

Client Services Assistant

Tanya Davis

Personal Assistant to CEO

Personal Assistant to CEO

Kim Derry

Head of Marketing

Head of Marketing

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