Braintree
David joined Perspective (East Anglia) in January 2025
With over 35 years of experience in the Financial Services industry, David’s career began as a foreign exchange trader at NatWest Markets. He then moved on to senior roles, including Head of Trading at several major international banks, before transitioning into Private Client Wealth & Investment Management.
David is currently working towards the CISI Level 6 qualification in Advanced Financial Planning.
In his role at Perspective, David focuses on helping clients achieve their long-term financial objectives, including pension planning, wealth management, and intergenerational planning.
David enjoys building strong, lasting relationships with his clients, delivering exceptional service, and assisting them in navigating their financial goals. He finds the most fulfillment in the client interaction and the satisfaction of helping clients secure their financial futures.
Outside of work, David enjoys spending time with his family and taking long walks with his dog and is long-standing supporter of West Ham United FC.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123