David started his financial services career in 1985 in retail banking before moving into regulated financial advice in 1991. Since then, he has held several client-facing roles with national, multi-national and regional firms, providing advice to both business and personal clients, as well as developing relationships with professional connections.
Joining Mattioli Woods in 2007, David provides bespoke financial advice to high-net worth individuals, encompassing investment and tax mitigation planning, as well as retirement solutions and family protection. He also has supervisory responsibility for the wealth management team in Scotland.