Get to know David
David is a Chartered Financial Planner (APFS) with extensive experience in providing expert financial advice. At Argentis, his role centres around regularly meeting with clients to review financial strategies, update portfolios, and ensure plans remain on track to meet long-term goals. He provides in-depth analysis and personalised advice, helping families and trusts achieve financial security and peace of mind.
David works closely with around 110 families and trusts, helping them navigate complex financial landscapes. Whether it’s planning for retirement, managing investments, or reviewing pension portfolios, he strives to provide tailored, forward-thinking solutions. With a focus on building long-term relationships, David is proud to have earned the trust of his clients, guiding them through market changes and key financial milestones.
Outside of work, David enjoys spending time with his family, keeping active through outdoor activities, and exploring new travel destinations. He believes in maintaining a healthy work-life balance to stay refreshed and focused both personally and professionally.
Advice on trusts is not regulated by the Financial Conduct Authority.
Hawksmoor
Chartered Financial Planner (APFS)
Qualifications