Director of Creative Agency – David is well organised, thorough and very good at explaining through the complexities of the finance world.
Digital Marketing Account Director -he is a man of great financial knowledge as well as a great professional. David has a very good nature and is able to act for people from within different industries as well as social backgrounds.
IT Contractor -I transferred my funds into the care of David, last year. As a result I have seen significant returns, even given the current economic climate
Commercial Solicitor – I have used David to do strategic financial planning, to manage investments and to arrange life and critical illness policies. He is an expert in both investing and protecting my savings and also in listening and understanding my aims and concerns. I have no hesitation in referring him to friends and family. 5 stars!
Advertising Agency Founder – Proactive, skilled, knowledgeable – David is a really good guy to have in your financial corner. He makes me aware of changes in the market and their implications
Lawyer -Clear advice, recommended investments are doing well (comparatively!), listened to me and understood my needs, has kept closely in touch with me to ensure that the portfolio is still as required. Made me feel that I was completely involved in the decision making, just nudging and offering clear information
Managing Director of Strategic Coaching Co. -David took me step by step through the various options available to me. He was clear and concise without financial jargon and was most helpful in my decision-making process and ultimate choices made.
Housewife – David offered advice in a friendly, professional, “non-pushy” manner. Most importantly his advice has worked for me, I would definitely recommend.
Co.Director – David was extremely helpful and clear about the process and the pro’s and con’s of the various options I had to choose from. He has a gift for making the complex – simple.