Regional Director
David specialises in working with law firm partners to build long-term financial planning strategies centred around a lifetime cashflow plan. A decade into working with law firm partners, David has built a deep understanding of the associated work life, long hours, and earnings trajectory that come with the career. He is passionate about ensuring the resulting earnings enable clients and their families to live the lives they desire – enjoying rewards equal to the challenges of the career.
As a Regional Director, David leads Paradigm Norton’s south-west team and Paradigm Norton’s specialist team that works with law firm partners. David mentors and supports fellow advisers to deliver the highest standards of client service across the southwest and to all our clients in the legal sector.
David has chaired the firm’s Investment Committee for the last four years too – guiding the development of the investment strategies that support clients’ long-term plans, including our relatively unique approaches to investing with people and planet in mind. This gives David a unique perspective when working with clients in the legal sector who are seeking a more sustainable way to invest.
Outside of work
David enjoys the gym and a good weightlifting session, and has recently taken up padel. David enjoys challenging his mind, so appreciates a good book – although he admits his pile of books to read is growing faster than he can read them! David has a passion for travel too, being lucky enough to have visited many countries around the world.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904