David joined Craigs Investment Partners in 2018 as an Investment Adviser after spending 18 years working and living in the UK with his family. Prior to joining Craigs, David was a Director and Client Adviser for UBS in the North East of England looking after the wealth of private individuals, businesses, pensions funds, charities and trusts. Prior to that he spent 11 years at HSBC managing the wealth and financial planning needs of HSBC’s Corporate Clients.
David is a fellow and member of the Chartered Institute for Securities and Investment, and a Chartered Wealth Manager.
David is a Craigs Investment Partners approved DIMS adviser.
David is in an Adviser Partnership with Ashley Brown.