Chartered Financial Planner
+44 (0)20 7566 4000
David started his career in financial services in 2000 and has focused on providing holistic wealth management advice to successful entrepreneurs, company executives and other affluent investors. David is a Chartered Financial Planner and holds the Investment Management Certificate from the CFA Institute. David joined Kingston Smith Financial Advisers Ltd from a London based financial advisory practice where he was head of the wealth management team with oversight over £100m of client assets.
David is a member of the Investment Committee and specialises in providing retirement planning, investment and tax advice.