Areas of expertise
Private clients; trusts; self-invested personal pensions; charities; AIM portfolios.
David is an experienced investment manager, having joined Smith & Williamson in 2007. He was promoted to associate director in 2016. Working within Jonathan Cunningham’s team, he is committed to always providing high quality and professional investment management work on both a discretionary and advisory basis.
Having trained under Barry Fitzsimons, David takes pride in putting his clients first. He is always eager to develop innovative wealth management solutions, tailored to the individual needs and circumstances of each client.
David also manages several AIM portfolios and takes a keen interest in tax-efficient investments, as well as being a specialist in listed companies within the engineering, aerospace and defence sectors.
BA (Hons) degree in economics from Ulster University, with a diploma in industrial studies. Fellow of the Chartered Institute for Securities & Investment (CISI).