David Bevan
Financial planning
Areas of expertise
Execution only dealing services; pension fund administration.
Experience
David joined Smith & Williamson in 2000. He provides an execution-only dealing service to a large number of private clients across a range of products including pensions, ISAs and investment portfolios.
Notable achievements
- Over 15 years’ experience of dealing in different investments including equities, bonds, gilts and collective funds.
- Managing the administration of a complex pension scheme.