David joined financial services firm Chase de Vere in 1997, progressing to a Senior Advisor position and being part of the team that opened their Birmingham Office in 2002. He was subsequently headhunted by Jobson James Financial Services where he became a Director of their Private Client team and specialising in negotiating ultra-high net worth Business Protection contracts.
In 2010, David set up Adaptive Financial Strategies specialising in advice to business owners and families. In 2013 the business was integrated into Beckford James Chartered Financial Planners.
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