Telephone: 0121 516 3196
Mobile: 07958 527570
David leads the Birmingham office, merging his original business with Beckford James in 2012.
David is a key member of the Portfolio Investment Committee, providing monthly oversight of portfolios from a macro and individual holdings perspective.
David also specialises in Tax Efficient Investment and sits on the review committee assessing specialist investments for clients within the VCT, EIS and Business Relief environment.
Outside of the office David pursues various activities to stay active and refreshed including cycling, skiing and mountaineering. Having crossed into his 40s he’s also added ‘mid-life’ crisis’ guitar lessons to the repertoire!