Trainee Financial Planner

Financial Planning

David is a trainee Financial Planner working across all areas of the department’s services. He acts directly as Bob Hair’s Financial Planning Assistant and also specialises in IT related functions for the department.

David Graduated from Loughborough University in 1997 with a degree in Engineering, which was supplemented with a Post Graduate Diploma in IT from Heriot Watt. He has six years' experience in the industry and is registered with the Financial Services Authority as a Trainee Financial Planner.

David is a member of both the Personal Finance Society and the Institute of Financial Planning.

Accreditations: BSc Hon Engineering, PG Diploma IT, Financial Planning Certificate.