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 Moore 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.
