David has been a financial adviser since 1992 and worked with some of the major life assurance, pension and investment companies prior to joining Portlethen Financial Services in 2002.
David holds the Diploma in Financial Planning (Dip PFS), the Advanced Financial Planning Certificate (AFPC) and is a member of the Society of Mortgage Professionals for Mortgage and Equity release advice (Certs (MP & ER) and is currently completing his studies and examinations to become a Chartered Financial Planner.