Chesham
David joined Perspective in March 2026.
He has 26 years of experience in the Financial Services industry and became a Financial Advisor in 2014. As a Chartered Financial Advisor, David has broad experience and regularly supports clients and local solicitors with pensions and divorce planning.
His approach is guided by the principle “Would I advise my parents to do this?” He enjoys seeing the real impact of financial planning, whether helping someone retire with confidence or give financial support to their family without affecting their own long‑term plans.
Outside of work, David spends time with his family and enjoys mountain biking in the Chiltern Hills. He is also a classically trained musician. One of the top items on his bucket list is taking his family to Costa Rica to explore its wildlife, especially reptiles and amphibians.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
