David has enjoyed a successful 37 years working within the financial services industry.
Educated in Ballymena Academy, he joined First Trust Bank where he qualified to become an Independent Financial Adviser serving 25 years in total. Upon leaving his position as an adviser with First Trust Bank David later went on to set up his own company where he was an IFA for 6 years before accepting the invitation to join St. James's Place Wealth Management in 2012.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.