Qualifications
David is a highly qualified financial adviser with eight separate qualifications from the Chartered Institute for Securities and Investments (CISI), culminating in multiple award wins awarded by CISI Scotland in 2023, and his Chartered Wealth Manager Qualification in 2024.
David uses his specialised knowledge and industry experience to help ensure that all clients receive the best financial outcomes for their unique circumstances.
Currently based in the UK, David has prior experience providing regulated financial advice to clients across Europe.
Specialisms
- Tax planning
- Cashflow modelling
- Investment advice
Find an adviser
Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
Contact us
Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
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