David works closely with private clients to manage their ISAs, pensions and personal investment portfolios as well as trusts. He also helps intermediaries – independent financial advisers – to manage their clients’ portfolios.
During his time at RBC Brewin Dolphin, David has been President of the East Midlands branch of the Chartered Institute for Securities and Investments (CISI). He is a Chartered Fellow of the CISI and a Chartered Fellow of the Chartered Management Institute.
David began his financial services career in 2007 with an Account Executive role at Perspective Financial Management before working as an Investment Assistant at Cambridge Investment Limited – an arm of Perspective. He joined RBC Brewin Dolphin in 2011 as an Investment Manager and Assistant Director.