Braintree
David joined Perspective (East Anglia) in January 2025
With over 35 years of experience in the Financial Services industry, David’s career began as a foreign exchange trader at NatWest Markets. He then moved on to senior roles, including Head of Trading at several major international banks, before transitioning into Private Client Wealth & Investment Management.
David is currently working towards the CISI Level 6 qualification in Advanced Financial Planning.
In his role at Perspective, David focuses on helping clients achieve their long-term financial objectives, including pension planning, wealth management, and intergenerational planning.
David enjoys building strong, lasting relationships with his clients, delivering exceptional service, and assisting them in navigating their financial goals. He finds the most fulfillment in the client interaction and the satisfaction of helping clients secure their financial futures.
Outside of work, David enjoys spending time with his family and taking long walks with his dog and is long-standing supporter of West Ham United FC.
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
