David joined Wren Sterling in 2018 as a Paraplanner providing technical support to a team of advisers. Since then David has
completed his Diploma in Regulated Financial Advice and began advising at the start of 2020.
Since then, David has provided advice to over 200 clients on a range of solutions but primarily on the suitability of Final Salary Pension Transfers.
David is working towards Chartered Status and is an active member of Wren Sterling’s Investment Committee.
In his spare time, David enjoys spending time with his family and friends, history and arguing about politics. He is also the proud recipient of a Level 4 Swimming Certificate.
Nottingham financial advice
You can get in touch with David at our head office in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.