David Green

Advice Manager & Private Client Adviser

As Advice Manager and Private Client Adviser my role entails identifying and researching a range of strategies and using them to write advice that is personalised and compliant with financial planning law. These can also require financial modelling of multiple outcomes to provide options for advisers. I gain satisfaction from my work and the use of the technical knowledge I have acquired and enjoy working with advisers and support staff to produce the best standard of advice we can deliver.