Technical Research Specialist
David has joined the team as a Technical Research Specialist after spending a little over 2 years within an advisory business creating business efficiencies and a documented Centralised Investment Proposition for the firm that had 12 advisers.
Prior to that he spent just over 20 years with Zurich Intermediary Group, the last 5 of those years he spent working within the Zurich Platform Team as Training Manager.
David has a wealth of experience form a financial services roles over the last 35 years and really wants to use his experiences positively for the benefit of others.
Enjoys spare time walking in Cumbria with his wife and border terrier, Norman. Also likes to discover new places on holiday.