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About David

Having spent 4 years at the University of Bath studying towards his bachelor’s in Economics and later a Master’s in Applied Economics, this is David’s first role in a financial advising firm.

David joins the team as a Trainee Financial Planner and is currently in the Magus Wealth Academy, set up to help bring talented, ambitious, driven people into our business – where we can help them grow and develop, with a clear career plan in place that’s designed to take them from trainee to fully qualified Planner or Paraplanner.

Academy members also work all areas of the business, giving them an in depth understanding of everything we do, and the processes involved.

“I’m so pleased to be in the Academy, learning and being supported by the team so I can grow and develop over the coming years and become a fully qualified Financial Planner.

Family, having fun and being in a place where I can constantly develop is vitally important to me and the main reason attracting me to Magus Wealth”.

Outside of work David loves all things sport. If he’s not training in Judo or watching the football, you’ll most likely find him out for a long walk with his dog.


Get in touch with David