David is a Chartered Fellow of the Chartered Institute for Securities & Investments (CISI), the UK professional body that is also gaining recognition overseas. With over 30 years’ experience in banking and investment management David is a highly qualified and experienced investment manager. Clients range from individuals, trusts and charities to clients of Independent Financial Advisers. Portfolios will often include tax efficient structures including ISAs, personal pensions, offshore bonds and trusts where appropriate.
In additional to serving on the Board of Hawksmoor Investment Management for just under 5 years, David has also served on the executive committee for the CISI southern region and was formerly treasurer and spokesperson for the Dorchester Chamber of Commerce.
Outside of work David enjoys overseas travel with his family, gardening, sea fishing and various forms of exercise including running and trekking along the Jurassic Coast on his mountain bike.