David is a Pension Transfer Specialist with a high degree of technical knowledge, particularly in the field of pensions. He has been in the Financial Services industry for nearly 30 years, both as an administrator and as an adviser. He specialises in complex pension cases and prides himself on being able to design the right solution for the client quickly and efficiently.
Although pensions is his speciality, he is well qualified in all areas of financial services and is working to become a Chartered Financial Planner shortly.
Away from work, he enjoys scuba diving and most water sports
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Holistic financial planning Establishing and reviewing Trusts Complete personal risk management planning Short and long-term savings and investments