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David has worked in financial services since 1994, in roles ranging from pension administrator to financial adviser, before joining Mattioli Woods in 2019. The majority of his career has been spent advising clients in relation to their employee benefits package and this has continued into his current position. As well as being a specialist in pensions and group risk, David also has experience in project management. He currently holds the Diploma in Financial Planning as well as the Certificate in Discretionary Investment Management. In his spare time, David enjoys cycling and spending time with his family.
