David is Senior Wealth Manager of HBFS. He started his career in Financial Services in 1994 to become one of the most highly qualified and knowledgeable professionals in the industry.

He holds the level 6 qualification of Private Client Investment Advice and Management and is a Chartered fellow of the Chartered Institute of Securities and Investments (Chartered FCSI).

David specialises in how to manage personal income and growth portfolios as well as advising on how to take advantage of tax and estate planning opportunities.