Dave is one of our most experienced Financial Planners having worked in financial services for 25 years.
Dave is a popular member of the team, who is passionate about looking after his clients, consequently he has been trusted by many who have recommended him to family and friends.
- How many years have you worked at FMB? This will be my tenth year.
- Best part of working for FMB? The people I work with and meeting the people I look after and see each year.
- Favourite drink? Red wine, trying different types when I’m on holiday is one of life’s pleasures
- Famous person for a night out with? David Lloyd (AKA Bumble). I’d love to hear all his cricketing stories from over the years.
- Tomorrow I’m going to? Plan my retirement a bit more. I should be an expert by now!
- Favourite thing about working in financial advice? Seeing people enjoy their retirement plans and the hospitality they show to me each time we meet.
- Favourite holiday destination? Santorini. Although I am enjoying discovering Italy more on recent trips.
- Best local recommendation? Moss Yard Beach, Dumfries & Galloway. Beautiful sand and crystal clear waters. Worth the effort to get there.
- Best piece of advice I ever had? Don’t worry about things that you can’t influence and can’t change. Also, “Everything passes”.
- Favourite person? Jackie boy, my youngest son who still wants to spend time with his Dad. I’m enjoying it while it lasts!
This communication is provided for general information only. It does not constitute financial advice, a personal recommendation, or an offer to buy or sell any financial product. Financial planning and investment decisions should only be made after considering your individual circumstances.