David is a Chartered Financial Planner and a senior member of Goodmans with over ten years’ experience in financial services.
Heading up our South Hams office, he specialises in retirement and investment planning and has helped numerous clients to retire early and live the retirement of their dreams. As a Pension Transfer Specialist, David has the full expertise to advise clients on the complexities of defined benefit/final salary pension schemes.
What David's clients appreciate most about working with him is how he puts their personal circumstances and aspirations at the centre of every conversation, and how his calm manner creates a relaxed atmosphere in which they feel confident making life-changing decisions.
Away from finance, David is an avid supporter of Plymouth Argyle and enjoys travelling. It was actually during his time in Italy that he met his wife. Now settled here in Devon, he tells us that they’ve brought the best of Italy into their home!