Dave ensures the solutions recommended by Switchpoint’s financial planners are both appropriate for clients’ needs and in line with the latest regulation. He is also a member of our Investment and Risk Committee and helps design and implement our operational processes.
Dave holds the Diploma in Financial Planning. He is a member of the Chartered Institute for Securities & Investment, the Personal Finance Society and the Chartered Insurance Institute.
“I’m passionate about being the best I can be and always giving every task maximum attention and effort. It’s an approach that both our team and our clients rightly expect.”
