Chartered FCSI, Chartered Wealth Manager
Independent Financial Adviser
David joined MHA Caves Wealth in January 2023, but he has over 34 years of success in advising his clients on achieving their individual financial planning goals and aspirations. As a professionally qualified Financial Planner and Chartered Fellow of CISI, he is based in the London City offices of MHA.
He is experienced in looking after the financial affairs of personal clients, families, trusts, charities, and businesses. He has found that all of his clients are unique in their needs, and he aims to provide an unsurpassed service to become their trusted adviser. His specialisms include Wealth Structuring, Retirement Planning, IHT Mitigation Advice, Exit Strategy Planning and Protection for you and your family and/ or business.
Out of work, sport is one of his main passions and although often frustrating he supports his home football team, Norwich City, together with his son. As a long-term member of his local David Lloyd club, he looks to compete regularly in both tennis and squash matches. He also enjoys a social game of golf, time and weather permitting. However, most important to him is spending quality time with his friends and family.