David is a Senior Paraplanner at ML Financial Associates and is based at the Wymondham office in Norfolk. David’s role at ML is to work alongside, and provide support to, both the Planners and Technical Administrators in the gathering of research and information and providing financial strategies aligned to achieving our clients goals and objectives.
Joining the ML team in 2021, David has over 20 years experience in the Financial Services sector in various advisory/paraplanning roles and has attained Chartered Financial Planner status and is also a Fellow of the Personal Finance Society.
Outside of work, David likes to spend time with his family and playing golf.
