David has worked in Financial Planning for over 20 years, and has been with the Albert Goodman Financial Planning team since 2006. He holds the Diploma in Regulated Financial Planning with the Chartered Insurance Institute. He has progressed with AG from a Paraplanner role, to head up the Client Services Team, who provide the review information for existing Financial Planning clients. He is also the Chairman of the AG Investment Committee, and takes an active part in the AG Sustainability Committee.
David lives just outside Bristol, and in his spare time enjoys watching the Formula 1, running, and mountain biking when the weather is good enough.