- London, City
David joined RBCBrewin Dolphin in 1998 and is Head of Financial Planning for London and the Southeast. He advises private clients across a wide range of financial planning areas, such as tax-efficient investment, pensions and retirement planning, investment planning, inheritance tax planning, trusts and offshore investment.
He is proud of the personal relationships he has built with his clients over the long-term, guiding them through to major life events such as retirement and beyond. He knows that each client is unique and is determined that they all achieve their financial goals.
David has worked for RBC Brewin Dolphin his whole professional career and has helped cement the key role of financial planning in the business over recent years. He holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner. He is also a Chartered Member of the Chartered Institute for Securities & Investment.