David joined Buzzacott in 2017 and is a Associate Director in the Financial Planning team.
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:
- Pension planning, including complex technical pension issues
- Cash flow modelling
- Investment management
- Estate and succession planning
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.