David is the managing director of Womble Bond Dickinson Wealth Limited, our Financial Conduct Authority authorised firm providing regulated financial planning, investment and pension advice. In addition, David heads our private wealth business group and is one of the firm's board members.
David joined the firm 18 years ago having previously held a senior position in a leading international accountancy practice. He provides advice to HNW individuals, trustees, charities and companies, working closely with a client’s existing professional advisor or with our in-house legal and tax colleagues. David has gained an enviable reputation in simplifying clients’ complex issues. He is accustomed to advising ultra-high net worth individuals and their families, including business owners and is recognised as a trusted “commercial” advisor.
David frequently contributes to the national press and specialist publications in relation to financial planning and technical issues. He is a member of The Personal Finance Society and the Chartered Insurance Institute and is authorised by the Financial Conduct Authority to provide investment and pension advice.
“David is one of the most revered names in private wealth."