David is senior client advisor managing a wide portfolio of owner managed businesses based throughout Leicestershire, Derbyshire and Nottinghamshire. He firmly believes in the firm’s culture of becoming a vital part of our clients’ businesses and advises on all aspects of clients business and personal affairs, establishing long term and trusting relationships with our clients.
Areas of expertise
David specialises in having a close working involvement with our clients and their bankers and financial advisors, helping them to obtain the financial support they require and providing guidance in all aspects of their business and personal affairs.
David also oversees the firms RTI and auto enrolment process to ensure that clients are fully compliant with the latest regulations and aware of their responsibilities.
David’s personal interests include football (sadly he is a keen Nottingham Forest follower), golf and he is also actively involved in fund raising in the local community and is currently chairman and treasurer of a local charity.