David is the Joint Managing Director of the company and lead Independent Financial Adviser for Applewood Independent. He started working in the financial services area for the Prudential in 1980 and spent six very happy years with them. He then moved on to a large insurance company for twelve months acting as a Broker Representative. David missed the direct contact with individual clients, as opposed to dealing with IFAs, and became an Independent Financial Adviser himself in 1987.
David has held senior positions with a number of IFA companies, including director of a discretionary manager and has been a fully qualified Independent Financial Adviser for over 30 years and is a Member of the Personal Finance Society. He has advanced qualifications in taxation with investments, inheritance tax planning, retirement options and pension investment options. He is also a top qualifying member of the Million Dollar Round Table.
David specialises in investment capital and inheritance tax planning, whilst also offering advice to younger clients on pension planning.Back to team
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire