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Working with both UK taxpayers and US taxpayers living in the UK, David advises and provides guidance to individuals and families from a broad range of backgrounds including; entrepreneurs, retirees, city professionals, and those working in the media and entertainment sector. He helps his clients understand their finances, building a robust financial plan to help them achieve their goals.
In particular, David’s specialist areas of expertise are:
David is a Chartered Accountant and Chartered Financial Planner.
Prior to joining Buzzacott, David worked as a Financial Planner at Tilney Group and before that, as a Senior Associate at PwC.
It also helps to avoid overly complex investment strategies.
If you’re unsure which decisions to make about family wealth or how to go about planning for your future, don’t worry. Our services are designed to help provide clarity on your financial position. Get in touch to find out how we can work together, or contact us via the form that follows below.
Your journey starts with a fee-free meeting to discuss your current situation and future goals. We take the time to look at everything money-related, and if we don’t offer a particular service, we work alongside trusted third parties to give you joined-up advice. We offer independent advice that is built around you, not on products and without ties to investment providers. We also provide an indication of our fees so you understand upfront the cost of our services. No stress, no surprises. For more information about an initial, free consultation please contact us, or get in touch via the form that follows below.
You need a clear lifetime strategy shaped to your aims, but flexible enough to keep evolving as you do. Tell us what you want, when, and what risk means to you. Then together we can build a flexible plan to meet these objectives. To make your life easier, we can marry financial planning with our investment management and tax services to manage your wealth in a way that reflects your personal objectives and circumstances.
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Constructing a portfolio in volatile times
COVID-19: What is the impact of dramatic monetary and fiscal policy measures on investors?
The coronavirus and financial markets
Investment management
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