At work
Dave has been part of the financial services industry since 1983 and advising clients since 1986. He achieved IFA status in 1992. Dave has been a Lifestyle Financial Planner since 2013 and a Chartered Insurance Practitioner for over 25 years.
He enjoys helping clients identify and live their best lives with the money they have available to them now and in the future.
At work
Dave has been part of the financial services industry since 1983 and advising clients since 1986. He achieved IFA status in 1992. Dave has been a Lifestyle Financial Planner since 2013 and a Chartered Insurance Practitioner for over 25 years.
He enjoys helping clients identify and live their best lives with the money they have available to them now and in the future.
At home
Dave is happily married to Serena with eight adult children, three grandchildren, three dogs and two cats!
He enjoys travelling the world exploring new places and making new friends as well as spending time in Spain.
Dave loves watching AFC Bournemouth home and away and England football all around the world.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.
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