Meet the Team
David is a director of the firm and a highly experienced financial services individual having the senior role in managing both national and regional financial advisory firms. His core skills are in risk management and portfolio construction, he enjoys a strong conviction of what works for individuals, trustees partners and company directors when financial planning. He enjoys a keen interest in all sports, good food / wine and the best conversations.
Peter is a director of the firm and is extremely experienced. He holds an honours degree in law as well as his financial services qualifications. He majors on advising individuals and trustees on investments and Inheritance Tax issues. Peter is a former non-executive director of the Universal Building Society. After the merger with the Newcastle Building Society he went on to become Chairman of the Board of Trustees of their pension scheme. Peter has identical twin daughters and is a keen golfer. He has also played rugby and cricket to a good standard. He enjoys cooking and good wine.
Mike was previously a senior engineering manager and director of an electronics company belonging to a plc and later owned an IT Services business before joining the Financial Services sector, 12 years ago. Having spent many years as a Production and Process Engineer he applied his skills to developing back office systems for financial services designing and implementing applications for creating and managing client investment portfolios. Mike has two children and two grand-children, he is a serious golfer and likes to ski at least once a year.