David has been advising private clients since 1985, having previously worked for Prudential, Coventry Building Society and Commercial Union. In 1999 he joined TL Clowes, now Wren Sterling, as an Independent Financial Adviser.
David is a financial planner, taking into consideration both the needs of his clients and the benefits that his advice may have on other family members. His particular interest is in retirement, investment, inheritance tax and later life planning; helping those who are approaching, or who are in retirement, to plan their futures, maintain their standard of living and pass on their wealth to future generations.
David is supported by Joanne McGreevy, who is an experienced Paraplanner and has been with the company for over 10 years.