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Since graduating from the
University of Plymouth in 1986, David has attained the three standard
levels of the Charted Insurance Institute's Financial Planning Certificate, and achieved Advanced levels in Taxation, Trusts, Pensions
& Mortgages.
His career commenced with Swiss Life UK, where a most notable achievement
was being presented with the Award for the Highest Quality Business
in the South of the UK in 1991. In 1992
a move to Royal & Sun Alliance saw him qualify for the National Top
Ten Consultants Conventions
in 1994, 95 & 96 - a record only paralleled by two other financial
advisors.
The next two years he spent working on a consultative basis for Lincoln in the UK and Temple
Bar International expanding overseas business. When not making money for people, David cycles.
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