David joined FORM Financial Clarity Ltd in 2016 after joining St. James's Place business as a Senior Partner Practice in 2013. David has a wealth of knowledge and experience in the financial services industry having previously enjoyed an extremely successful career with HSBC Bank.

David is proud to have achieved Chartered Status and is a Fellow of the Chartered Insurance Institute, which is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.

You should therefore be confident that as a Chartered Financial Planner, David can be relied upon to consider your personal circumstances and devise a plan to help you meet your needs, fulfil your aspirations and help provide you with a secure financial future.

Areas I specialise in:

Business Protection | SIPP/SSAS | Tax Efficient Investment Planning | Later Life Planning | Aspects of Business Exit Planning

Outside of work, David loves spending time with his young family. He is a keen sportsman enjoying football, running and about to take up cycling.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

SSAS products are not regulated by the Financial Conduct Authority.

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