Senior Financial Consultant
MAS Representative Number HDN300084753
Prior to joining Chartwell in 2011, David worked for a number of American investment banks both in Dublin and Edinburgh, where he gained an excellent understanding of the investment world. In addition to many years of experience in investments, David brings a legal background to the Chartwell team, having graduated with an honours Law Degree from Edinburgh University. David’s highly detailed approach makes him a very good match for analytical people, who may like a more diagnostic and meticulous approach to financial planning.Away from work, David enjoys fitness training, football, golf, and obsessing over his fantasy football team. David also travels extensively, having already visited more than 30 countries across 5 continents. David specialises in working with professional expatriate clients to formulate strategies for wealth creation, preservation, tax planning and pension transfer analysis.