F: 01625 511327
David graduated from Staffordshire University with a BA (Hons) in Accounting and Business Management in 2003. Having gained a good grounding and understanding as an accountant, he moved into Financial Services in 2005 and focused his expertise on portfolio management. In February 2010, David started his career at JFP Financial Services Ltd as a Paraplanner and maintained his studies to complete the Advanced Diploma in Financial Planning and become a Chartered Financial Planner.
David was promoted to the position of Financial Adviser in November 2011 and has since developed a close working relationship with his clients, with his expertise focused on Investments & Retirement Planning. David also works closely with Josolyne Medical Services to deliver guidance and advice on the NHS Pension Scheme.
Whilst David has a love of Football and Formula 1, he is learning to play golf and is a member of his local running club, Stoke F.I.T.