David has worked in the financial services profession since 1986. Fifteen of those years were spent as an independent financial adviser working for HSBC.

Initially, he joined Citrus Financial in 2013 as a technical analyst, before moving back into a financial advice role. Having announced his retirement from advising in 2024, we persuaded him to take a part-time administration role in our client services team. David’s knowledge and experience is a huge asset to both our advisers and client services team. 

Away from work, David’s true passion is Liverpool Football Club.