David has advised clients as an Independent Financial adviser for 39 years and still keeps up to date with exams and study as he knows that nothing in Financial services stands still.
He is a specialist in retirement, Long term care and Equity Release and fully qualified to provide advice and recommendations. As a Registered Life planner with the ‘Kinder Trust’ he understands that Money is just a tool to help you live the life you want to live not someone else’s and he provides a Holistic view of financial planning.
During his working career he has owned and managed various businesses’ but his great love is problem solving for his clients many of whom have been with him for more than 25 years.
He has 2 grown up children and 3 grandchildren, in his spare time his passion for wildlife photography takes him and his wife in their motorhome to Shetland, The Outer Hebrides and the Scottish mainland looking for Otters, Owls and Raptors. He doesn’t think he is creative enough for landscape photography!
As a long-time supporter of the RSPB, WWT, Hawk & Owl Trust and the International Otter Survival Trust he has been instrumental in Logic Wealth Planning purchasing a Barn Owl nesting box for a family of Owls on local farm land.