David Wheildon

Chartered Financial Planner, Partner

David works closely with clients to provide clear, considered advice, drawing on decades of experience to support individuals and families in achieving their long term financial goals. Taking a measured and holistic approach, he focuses on building enduring relationships, ensuring that financial plans remain aligned with clients’ evolving needs and aspirations.

With extensive expertise across investment management and financial planning, David is adept at developing robust strategies designed to support consistent outcomes. His deep technical knowledge enables him to guide clients through complex financial decisions with clarity and confidence.

David began his career in 1987 with a large West End brokerage, initially as a General Practitioner IFA before moving into investment management, where he later led the department. He subsequently headed the financial planning arm of a West London law firm, where he achieved Qualified Person Status with The Law Society. More recently, David was the Managing Director of Skybound financial planning and chaired the SFP Investment Committee.

A Chartered Financial Planner, David also holds the Chartered Insurance Institute’s (CII) Financial Planning Certificate. In recognition of his expertise, he was awarded IFA of the Year by Tenet in both 2012 and 2015.

David takes a thoughtful approach to financial planning, combining extensive technical expertise with a clear focus on building strategies that adapt to clients’ evolving goals.