David advises clients on a wide range of planning requirements including pensions, investments, tax, and insurance. Over a distinguished career, he has specialised in supporting senior executives with their retirement planning. David regularly helps his clients to reduce the levels of tax they pay, consolidate in preparation for retirement and understand complex employer pensions schemes.
David has spent almost 40 years as an adviser and is widely recognised within the industry. He began his career with HSBC before spending 16 years advising both corporate and personal clients at Barclays. He joined Lorica in 2003 with a focus on the workplace pensions market before joining Saltus following a successful merger in 2018.
In addition to supporting his clients, David is a keen mathematician (test him!) and enjoys spending time with his family when he isn’t out on the golf course.
“Over a distinguished career, David has specialised in supporting senior executives with their retirement planning. ”