David is a Chartered Financial Planner and an Occupational Pension Specialist. He has worked in Financial Services for over 25 years and joined Attivo Financial Planning in 2017. David is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII) and a Member of the Chartered Institute for Securities and Investment (CISI).
All Financial Planners require a Diploma in Financial Planning to provide advice. David holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. David holds the following Advanced Financial Planning Papers: