David Burrell

“I enjoy helping clients navigate complex decisions and giving them confidence in their next steps. Seeing a project move from idea to reality is one of the most rewarding parts of my role.”

I joined the company in January 2019, as a Financial Planner, having previously provided financial advice for several years at a large national bank. As a Planner, most of my time is spent in the company of clients working through their arrangements and most importantly, listening to understand what they need and want in their lives. I enjoy building long term relationships with my clients and seeing how their lives evolve.

Qualifications & Professional Highlights 

• LIBF DipFA and working towards Chartered Financial Planner status with CII
• CII Award in Long Term Care Insurance
• CII Certificate in Discretionary Investment Management
• BA History (Hons)

Outside of Work

I have a young family, so spending time with my girls, takes the majority of my time outside of work. You’ll often find us outside somewhere enjoying nature!

Fun Fact

The Millionaire Next Door was very inspirational in my career choice.