After graduating in 2004 with a Master’s Degree in Economics David immediately started to forge a career in financial services. He has gone on to become a Chartered Financial Planner and is a fellow of the Chartered Insurance Institute.
David’s focus is on nurturing long-term trusted relationships based on offering bespoke, honest and proactive financial advice. He is committed to not just offering advice that addresses short-term concerns but developing forward-thinking strategies to help achieve clients’ future objectives and aspirations.
Nicola has over 13 years’ experience within the financial services industry working as an Office Manager & PA. Nicola provides PA and Paraplanning Support to David and is responsible for the smooth running of the Practice and oversees client servicing.
John operates in a business development capacity connecting new clients with the professional financial advice both they and their businesses require.
After a successful accountancy career in Glasgow, London and Sydney, John has gained a wealth of knowledge. John founded his own business back in 2010 providing specialist business protection services.
His Chartered Accountancy qualification brings with it a knowledge base and attention to detail needed to ensure clients get the right advice.