- About us
- Our Locations
- News and Insights
- Regulatory, Terms & Privacy
- Client Login
Partner - Financial Planning (UK)
David graduated from Strathclyde University having studied Economics and he entered his Financial Services training in Edinburgh in 1982. After moving to Yorkshire he opened his own practice in Honley in 1987 and having a keen interest in retirement planning he qualified as a pensions transfer specialist (G60) and is now recognised for his skills, knowledge and empathy in this particular area. David holds financial planning qualifications to Diploma level (DipPFS).
David is a fellow of the Royal Society of Arts (FRSA) and follows interests through the Society in environmental projects. He is actively involved in local groups and societies and is also a School Governor. David has been a Partner with Alexander Beard Wealth since their parent company acquired his business at the end of April 2017.