David started his financial services career in 1985 in retail banking, before moving into regulated financial advice in 1991. Since then, he has held several client-facing roles with regional, national and multinational firms, providing advice to both business and personal clients as well as developing relationships with professional connections.
Since joining Mattioli Woods in 2007, David continues to provide bespoke advice to individual clients, encompassing all aspects of financial planning, including pre- and post-retirement planning, investment advice and protection for families and businesses.
As well as dealing with clients, David’s role includes the day-to-day management and development of Mattioli Woods’ Wealth Management team across Scotland.
When not at work, David is an enthusiastic – but often frustrated – supporter of the Scottish rugby team and can often be found indulging his love of motorcycling.