The Team


With a team of over 80 professionals, you can feel reassured that you will receive high quality and bespoke advice. Below is a snapshot of our key contacts, who have a breadth of experience and knowledge.

For a full list of the professionals within the team or to find a specific person not listed below please search for them here.

David Simpson

David Simpson

Wealth Consultant
+44 (0)191 279 9034

David has significant leadership expertise and 34 years of experience within the banking and wealth management sector.

He's been responsible for leading teams of Wealth Managers and Private Bankers while at the same time building and developing a substantial portfolio of High Net Worth clients within the North East of England. While his main areas of expertise have centred around the provision of investment advice, he has worked closely with clients' other advisers in seeking to ensure the provision of truly holistic wealth advice.

David has 19 years experience as a Private Wealth manager and Regional leader at a leading Private Bank. He also has 14 years experience within both Corporate and Retail Banking with a leading High Street Bank.