David is a passionate advocate of the importance of sound financial planning to help clients preserve wealth and achieve their financial goals. His clients have a wide range of needs, but he has a strong focus on retirement planning and intergenerational financial arrangements.
His career in finance began as an investment manager with Barings in London and Hong Kong where he managed UK pension funds and was a specialist in global emerging markets. This was followed by 20 years in investment banking serving global and UK institutions in the fields of investment strategy and UK, European and Asian equity markets. David joined Saltus as a partner in 2018 and holds a diploma in financial planning.
David is married with four children and lives in Suffolk. Outside of work he enjoys running, sailing, maintaining his vegetable garden and has a keen interest in wine.
“David’s clients have a wide range of needs, but he has a strong focus on retirement planning and intergenerational financial arrangements.”