David is a Director at Chancellor and has more than 30 years’ experience in financial services. Trained initially by one of Europe’s largest insurance companies, he became an owner and Director of a successful Independent Financial Advisory practice.
David is a Fellow of both the Personal Finance Society and the Pensions Management Institute and a Chartered Financial Planner. David manages and advises on a portfolio of group pension and group risk schemes for Chancellor’s corporate client base, as well as providing lifetime holistic financial planning to high-net-worth clients, incorporating pensions and investments as well as tax and estate planning.
David is married with two young sons. Not one for rest and relaxation, you’ll always find him keeping busy outside of work, whether it’s spending time with family and friends or doing a spot of DIY. A keen sportsman (or at least follower of it), David is also a proud Manchester City fan.
All individuals providing regulated financial advice must be authorised and registered by the Financial Conduct Authority (FCA). They must also hold an up-to-date Statement of Professional Standing. issued by an FCA appointed accredited body such as the CII.
See David's credentials below.