Qualifications and Study Experience
David originally studied Psychology at Swansea University and Post Graduate Diploma in Marketing at Bristol Polytechnic now (University of the West of England). In addition he has a Diploma in Financial Controlling from BIB International College, Hannover Germany.
Work Experience
David began his career in financial services as a Broker Consultant BDM manager for various national life and pensions companies including Scottish Mutual and for the AMP Group. Progressing on to regulated financial advice for the Lloyds Banking group and then some boutique IFA wealth management companies.
During the following 10 years, he was located overseas in Hannover Germany, where he taught commercial English with the further education sector and private language schools.
On return to the UK, he has been advising within the regulated Later Life Advice sector, specifically Estate Planning, Pensions, Protection, Care and Equity Release.
David joined Waldrons Solicitors in September 2025 as a Para Legal within the Private Client Department advising on Wills, Trusts, and Lasting Power of Attorney.
Personal Info
Outside of work, David enjoys spending time with his family. Amongst his hobbies includes a passion for motorbikes and an interest in all things related to horology.
He enjoys all racket sports and has recently begun playing Pickleball !