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.
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).