David has worked for over a decade across Retail and Investment Banking having worked for Santander, Bank of America Merrill Lynch and Barclays. He now works exclusively with Morrinson Wealth Management. His focus is on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning.
David recognises that the most successful people in the world have coaches. Top athletes, CEOs, Accountants, Lawyers even Doctors all have trusted advisors that help improve performance. When people want to improve their financial performance, grow their assets, optimise their taxes and reduce their expenses, he’s aware how powerful it is to have a financial advisor on your side.
He works with individuals, families, and businesses to Inform, Educate and Uncomplicate the obstacles, taxes, legislation and perception of these as insurmountable in the modern busy world.
Many of the people David works with suffer from the same issues, in that they have little time or access to the right tools and expertise to manage their financial affairs as efficiently and effectively as they would like to.
His experience across the Finance Industry allows him to use his knowledge and skill to see the bigger picture efficiently and provide expedient advice. He takes a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects you, your family, and your life.
When work permits, he enjoys, depending on the season, keeping fit, cycling, playing rugby, skiing and hiking.
James focuses on ensuring his clients clearly identify their financial goals and have a bespoke plan in place, that takes account of their unique set of circumstances. The primary aim of James’s approach is to make sure he delivers the very best outcomes for his clients and their families with efficient tax planning and a robust investment strategy at the heart of the process.
James has many years’ experience, during which he has developed a wealth of knowledge that he puts to use helping clients navigate the ever-changing economic environment. He has helped many senior clients across a range of industries engage with their finances and achieve financial security and peace of mind.
He understands that for many of his clients there can be a range of barriers to taking control of their financial lives, such as a lack of time, or expertise, he works with his clients to overcome these barriers and guide them along the path to financial success.
Mortgage & Protection Consultant
Adam has been working in financial services since 1999. Working through the peaks and troughs of the last 20 years has provided Adam with the competence and resilience to provide clients with a balanced and informed level of advice.
Mortgages, structured finance, debt advisory, development and bridge funding, commercial finance and beyond. Adam has dealt with and delivered funding from the high street, through to challenger banks, private banks, family offices and across the globe.
Outside of the office, Adam still occasionally pulls on the rugby jersey and is chairman of his local club, but loves any excuse to head off with the family to the south coast and spend the weekend on the boat sailing around Salcombe and beyond.
Your home may be repossessed if you do not keep up repayments on your mortgage.