Speakers

David joined Brewin Dolphin in 1998, having graduated from the University of York. His expertise covers a wide range of financial planning areas, including tax efficient investment, pensions and retirement planning, investment planning, Inheritance Tax planning, trusts and offshore investment. He holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner. He is also a Chartered Member of the Chartered Institute for Securities & Investment (CISI).