David Smith

David Smith

Director, Financial Planning ,

David has over 20 years' experience as a wealth manager. He heads up the North East's wealth management team, which is based in central Newcastle and provides wealth management services to both personal and corporate clients.

David holds the Certified Financial Planner qualification. He joined the company from Bradford and Bingley, where he was responsible for providing independent financial advice to corporate clients and individuals of high net worth, with a particular focus on wealth management. Prior to this he was employed by Barclays Bank Plc in its Manchester office as a pensions specialist.

David's articles