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David Wilson
Managing Director & Financial Planner
Important information
On the job
As one of our directors and a financial planner, David specialises in retirement planning and cashflow modelling. He primarily works with retiring individuals and couples, as well as directors of limited companies, helping them achieve their financial goals and secure their futures.
Time to relax
David enjoys playing tennis, cooking, and spending time with his family. He also loves listening to podcasts and audiobooks about politics, history, and economics.