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.
Luke focuses on delivering the highest quality financial advice by ensuring his clients identify their goals and have a bespoke plan in place to help best achieve them. He tailors his advice to meet the unique and distinctive objectives of those he works with, from both a personal and/or business perspective.
Luke’s goal is to build long-term relationships with his clients, based on a foundation of trust and integrity. He understands that few busy professionals have the time to create and monitor a financial plan effectively and consistently and aims to give his clients peace of mind in this regard.
Luke can advise on a number of key areas including:
Pension and retirement planning
Minimising tax liabilities
Protecting individuals and their loved ones