David joined Cambrian in January 2018 bringing with him a wealth of knowledge and experience having started his career in financial services in 1986. David holds the Diploma in Financial Planning and has a broad knowledge of all areas of financial planning, specialising in pensions, investments and protection and with excellent attention to detail.
David grew up on the Wirral and now lives in Penyffordd, with his partner Penny. In his spare time he loves to get out walking in the Lake District and North Wales. His other passion is cars – especially sports cars and classic cars – and he is also a big fan of Harley Davidsons.
Professional Qualifications/ Accreditations
• R01 – Financial services, regulation & ethics
• R02 – Investment and risk
• R03 – Personal taxation
• R06 – Financial planning practice
CF2 – Investment principles & risk
CF8 – Long Term Care
Certificate in Financial Planning
Certificate in Life & Pensions
Award in Long Term Care Insurance
Financial Planning Certificates 1, 2 & 3
Direct Line: 01244 526326
Mobile: 07939 500957