A regular expert commentator in the national and financial press, David previously graduated from Queen's University, Belfast with a law degree, before joining the family firm in 2001.
Since then, he's continued to develop his professional skills, obtaining both Certified Financial Planner - globally recognised as the symbol of excellence in the financial planning industry - and Chartered Wealth Manager which recognises CISI members at the pinnacle of their profession.He was also commended in second place as Young Financial Adviser of the Year in the 2014 awards.
Since then, he's continued to develop his professional skills, obtaining both Certified Financial Planner - globally recognised as the symbol of excellence in the financial planning industry - and Chartered Wealth Manager which recognises CISI members at the pinnacle of their profession.He was also commended in second place as Young Financial Adviser of the Year in the 2014 awards.
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What we do
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We provide a specialist service focused on the needs of people rapidly approaching the transition to retirement and those who are already retired. We are one of a handful of companies to have attained Accredited Financial Planning Firm status, the gold standard in financial planning. Only three firms in Northern Ireland have attained this standard.
Who we work with
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See how we've impacted the lives of our clients in their local communities through their stories, told in their words. After a number of relocations and changes, we had begun to feel anxious about our financial position and did not have confidence in knowing how best to prepare for a comfortable secure future.
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