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2004 - present Navigator Financial Planning Ltd: Founding Director
2000 - 2004 Open+Direct Financial Management/Analysis Ltd: Investment Director
1998 - 2000 Hanna Hillen Financial Servies: independent financial adviser
1996 - 1998 Davidson Clifford Financial Services: independent financial adviser
1994 - 1996 Legal & General: financial consultant
David has provided professional wealth management advice to his clients since 1994. He now provides advice and financial strategies for around 80 clients.
He started Navigator Financial Planning in 2004 with a view to serving the financial planning and wealth management needs of a limited number of discerning clients, who value his expertise, but primarily the peace of mind and confidence in their financial futures provided by Navigator.
David was the first fee-based financial planner in Northern Ireland. He was also the first Certified Financial Planner (CFP) in the Province and was in the inaugural group of Chartered Financial Planners, all of which demonstrates his extensive technical knowledge, especially in investments, pensions and inheritance tax.
He occasionally writes on financial services matters for the national and local press, and local business publications, and is a regular speaker and writer on technical matters within the financial planning profession.
Outside of work David enjoys spending time with friends and family. He has a passion for fishing and sailing, spending as much of the summer as possible on the river bank or afloat.