David Yates

David is a financial planner. He specialises in helping people to plan better with their money. This includes investments, retirement planning, and also protection, with the aim of helping his clients to achieve the right financial balance overall.

David has been advising since 2006. In 2011 he joined Wren Sterling, as an Independent Financial Adviser and has been supporting clients with their financial planning and future goals.

Did you know? Before going into financial services, David studied and qualified to be a Gemologist.