Role at Quilter Cheviot
My primary role is to create and deliver the distribution strategy for our Regional Development Managers who work with our key introducers. I work alongside our Heads of Office in ensuring that our supporting advisers across the country receive the highest possible care and attention.
David entered the industry in 1991 with Scottish Amicable in their sales support team and was quickly promoted to a financial advisers sales role. He remained in life company intermediary sales until 2003 when he was promoted at Prudential to work as an integral member of their corporate partnership team. In 2004 David moved to Insight Investment to work as a client relationship director within their group partnership team, managing group and third party relationships until 2010 when he returned to the financial adviser sector for Cofunds.
David joined Quilter Cheviot in 2012 as a Business Development Director and became the Head of Strategic Accounts in 2016, responsible for the Head Office Relationships with National, Networks and Platforms, until moving into his current role in April 2020.
Explore more about David
David is a Chartered Fellow of the Chartered Institute of Securities and Investments and hold the Financial Planning Certificate, Investment Management Certificate, Investment Advice Diploma and Private Client Investment and Advice Management Diploma (Merit).
Time permitting David likes to entertain and socialise with friends and family, is a committed petrol head and motor sports enthusiast, enjoys a pub quiz and tries (but fails) to keep fit.