Wealth Management Consultant
,
England
About David
After joining Mattioli Woods in early 2017, David moved into a consultancy role in 2018 and has since provided holistic wealth management advice to a broad range of clients.
David helps his clients put in place appropriate long-term strategies around building wealth, generating retirement income, maximising tax efficiencies and generally achieving their goals.
He holds the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and is currently working towards attaining Chartered Financial Planner status.
Outside of work, David enjoys skiing and scuba diving.
