David graduated from University with a Masters degree and went straight into the financial services industry in the UK. Working as a Financial Consultant for business owners, he provided solutions tailored to their short and long term goals.
In 2016 David moved to Switzerland to work as an independent Financial adviser. After meeting with the partners at Forth Capital, he soon realised Forth Capital is the standout company in Switzerland as they share the same long-term vision. This vision is to service clients’ best interests and build long lasting relationships.
David is UK qualified, with a Level 4 Diploma in Regulated Financial Planning
Member of the UK CII (Chartered Insurance Institute) attained R01, R04, UK Level 4 Diploma in Regulated Financial Planning