David has worked in the financial services industry since 1979, for the majority of his career at a major bank, where he was for 11 years responsible for Training and Competence of a High Net Worth Client Financial Advice Team, in which time David attained the CII Diploma in Financial Planning, DipPFS. Prior to joining Elevation Wealth Management, David was the Compliance Manager (SMF16 & SMF17) for another IFA, with complete responsibility for the Firms compliance and all Regulatory Requirements. David is married with two daughters, enjoys travelling, is a keen follower of the sports teams of both Leicester and Miami and is the Team Manager of one of the Leicester Speedway Teams.
