After serving as a musician in the Welsh Guards Band, David moved into Financial Services in 1977. Twelve years experience was gained working for two major life assurance companies, rising to the position of area manager.

In 1989 David was invited to manage a West Country firm of IFAs, subsequently joining a national company.

In January 1995 the opportunity arose to establish his own business in Torquay. Thanks almost entirely to introductions from local firms of solicitors, accountants and personal recommendations the business continues to deliver an independent comprehensive financial planning service to a select number of clients.

David is a Certified Financial Planner (CFP) professional, one of the highest levels of endorsement for financial planners, accredited worldwide.