Newcastle
David Joined Perspective in August 2024.
He has over 20 years of experience in the industry. David started as a self-employed mortgage broker before progressing to giving clients full financial advice. He has recently started combining his advisory role with managing a team of advisors, helping them to develop and improve their work practices.
David helps his clients by putting a plan into place which enables them to reach their goals. He is focused on establishing a relationship with his clients which is built on authenticity and trust
Outside of work David is a keen hillwalker and loves being out in the Yorkshire Dales or Scottish Highlands.
Check out David’s VouchedFor profile here.
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