David Horowitz - Associate Director.

“Clients come to me for help on how to manage their assets and preserve their wealth. I provide them with context and clarity on their financial position, help them explore their opportunities and advise them of any potential threats to their wealth.”

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. 

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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 here to find out how we can work together, or contact us via the form that follows below. 

Unbiased personal financial advice

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 here, or get in touch via the form that follows below.