Partner | San Pedro to Cadiz and Gibraltar
David was educated in Epsom, England, and in Canada, at the University of New Brunswick and Dalhousie University. Following university, he joined Merrill Lynch Royal Securities and qualified with the Canadian Securities Institute and US Exchanges. He is also a past member of the Toronto Real Estate Board.
David holds the Diploma for Financial Advisers (DipFA) and is a member of the Institute of Financial Services.
In 1995, David returned to the UK to work for a national firm of independent financial advisers. He joined Blevins Franks in 2000, opening an office at the Sotogrande Marina before relocating to its current premises in Estepona in 2008.
David’s clients are mainly resident in either Gibraltar or Spain. A number of them are residents in the UK with holiday homes in Spain. His extensive experience in international finance and financial planning places him in a unique position to provide a personalised ‘private office’ experience to high net worth individuals and wealthy families across borders.
In Estepona, David is assisted by his Private Client Manager, Andrew Southgate. He is also supported by a specialised team of lawyers, trustees, tax specialists and accountants based in our London and Malta offices.
Away from the office, David and his wife, Jane, enjoy the relaxed way of life Spain has to offer.