Head of Wealth Structuring
David is an experienced trust and estate practitioner, being a Fellow of the Personal Finance Society, a Chartered Financial Planner, and a Registered Trust and Estate Practitioner. Most of his 30 year career has been spent working as a tax, trust, and estate planning specialist for the offshore life assurance companies. This has taken him around the world, living for periods of time on the Isle of Man and Geneva.
He is a past Chairman of the Bristol branch of the Society of Trust and Estate Practitioners (STEP), the Association of International Life Offices, tax committee.
His specialism is trust planning and estate planning for people acting in a fiduciary capacity (trustees and deputies of the UK’s Court of Protection etc.) and for the elder client.
He joined Blevins Franks Financial Management Limited in August 2013.