Our Director David is a commercially aware individual with proven experience in business development and client relations. Throughout his career his focus is always on building trust and rapport with his clients and maintaining long term relationships.

With a background in law and having further consolidated his knowledge in estate planning and investment solutions with a national Trust Corporation he now focuses on providing UK residents with products and services for later life planning and investment schemes such as EIS and Business Relief which qualify for saving income tax, capital gains tax and inheritance tax in the future. Please don’t hesitate to contact David for further details of the opportunities he has at the moment.