David has 30 years’ experience in wealth management, in the UK and internationally. He has expertise in strategy development; business build; and people and commercial leadership. He has built and led five wealth management businesses and has spent much of his career in international markets. David holds the PFS Diploma and the STEP trust and estate planning Diploma.
Prior to establishing IWP UK, he was Head of Wealth for an AIM-listed wealth manager, for whom he led a re-brand and strategic realignment to the financial planning market.
He developed the IWP UK strategy based on discussions with IFA principals across the country. These discussions identified a clear market gap for a consolidation strategy which leverages the strengths of the best local IFAs and brings national scale to drive earnings growth in a market where demand exceeds quality supply.