David helps clients to focus on the very long-term aspects of their family’s financial planning. He specialises in planning for the transition into retirement, helping clients to navigate through periods of considerable lifestyle and financial change that frequently occur between the ages of 50 and 75.
David qualified as a financial adviser in 1999. He is a Certified Financial Planner, Chartered Financial Planner and Chartered Wealth Manager. He is a fellow of both the Personal Finance Society and the Chartered Institute for Securities and Investments. He is an avid reader of books on behavioural finance and is undertaking an MSc at Manchester Metropolitan University to study this further.
David Joined Satis in 2012 and was appointed Director in 2016.
David lives in Berkshire with his wife Louise and their two children.