David’s primary role is to collate, simplify, regularly update and share technical knowledge, in a user friendly and practical way, within the Quilter group and with the adviser community. This is to assist with maximising financial planning post-tax investment returns given the complexity and fast changing legislation impacting wealth management.

David entered financial services 30 years ago, shortly after graduating. He has worked for the Quilter group of companies for 22 years in several sales management and latterly technical sales roles, covering the UK and International regions from Latin America to Asia. He is a regular presenter and commentator, having spoken on industry matters and technical subjects for trade bodies, private banks, international financial advisers, and training providers.