David joined RBC Brewin Dolphin in 2010 and is Head of Office in Shrewsbury. He helps develop team strategy and growth plans, leads staff development and manages the regulatory side of the office.
His experience covers business development, investment research and private client fund management, including pensions. He puts a high value on long-term client relationships, preserving and growing wealth, creating an income, building a pension and cascading wealth down generations. He also enjoys helping develop the careers of graduate trainees at RBC Brewin Dolphin.
He began his financial services career in 1985 at Tilney Investment Management and was a Managing Director at Deutsche Private Wealth Management before coming to RBC Brewin Dolphin. He is a Member of the Chartered Institute for Securities & Investment.