David brings over 20 years of experience in financial advice and wealth management. Originally qualified in the UK, he has been advising clients in Singapore since 2007 and, more recently, in the United Arab Emirates since 2024. He holds a degree in Business Economics and is a member of the Chartered Institute for Securities and Investment (CISI), with specialist qualifications in UK pensions and investment management. He is licensed by both the Monetary Authority of Singapore (MAS) and the Dubai Financial Services Authority (DFSA).
Specialising in tax-led, cross-border advice, he works closely with UK and Australian professionals and entrepreneurs, helping them structure their wealth with a focus on long-term planning and succession. His approach ensures clients fully understand the strategies being recommended, from personal goals and tax implications to broader investment principles.
Though highly analytical, David prioritises clear and practical communication. He enjoys exchanging ideas with clients and colleagues alike, believing thoughtful discussion leads to better outcomes. His interest in behavioural finance also shapes his advice, recognising how emotions and decision-making biases can impact long-term success. In a world of complex choices, he sees great value in helping clients stay disciplined and avoid common investment pitfalls.
To provide well-rounded, up-to-date guidance, he collaborates with a trusted network of professionals — both external specialists and in-house experts at St. James’s Place, including tax, technical, and investment research teams.
