Freephone us today on 0800 0321419
David holds the Diploma in Financial Planning and the specialist Long-Term Care qualification CF8 from the Chartered Insurance Institute. He also holds an Honours Degree in Management Science and Computer Science.
David started his career as a financial adviser after graduating from the University of Canterbury. Initially, he worked at a firm of chartered accountants in an analytic capacity prior to qualifying as an independent financial adviser in 2002. David worked for the Capita Trust Company and a City of London IFA practice for a number of years before joining the Throgmorton Team.
David provides holistic financial planning and specialises in tax efficient investment portfolio management, inheritance tax mitigation and pre- and post-retirement pension strategies. His ability to explain complex concepts in simple terms promotes a clear understanding of his recommendations for clients. Over the years, David has built numerous long-term working relationships with clients based upon trust, professionalism, a high level of service and his willingness to go the extra mile.
David is married and outside of work enjoys playing football, music and in particular playing guitar with local bands. He also enjoys socialising with friends and family.
Email: dw.bournemouth@throgmortonltd.co.uk
Phone: 0800 0321419