Regional Director
David specialises in helping successful individuals, families and family office clients build long-term financial planning strategies centred around a lifetime cashflow plan. He works with clients on a wide range of areas including investment strategy, intergenerational wealth planning, succession, philanthropy and helping families navigate complex financial decisions across multiple generations.
Having spent over a decade advising clients with substantial and often complex financial arrangements, David has developed deep expertise in bringing clarity and structure to significant wealth.
As a Regional Director, David leads Paradigm Norton’s South West team. He mentors and supports fellow advisers to deliver the highest standards of client service across the region and beyond.
David has chaired the firm’s Investment Committee for the last four years, guiding the development of investment strategies that support clients’ long-term plans. He plays a key role in shaping Paradigm Norton’s responsible investment approach, ensuring clients can align their investments with their values while maintaining a disciplined focus on achieving their financial objectives. This expertise is particularly valuable in his work with family office and multi-generational family clients, where investment strategies often need to balance differing objectives, time horizons and attitudes to risk across generations.
Outside of work
David enjoys the gym and a good weightlifting session and has recently taken up padel. He enjoys challenging his mind and appreciates a good book, although he admits his pile of books waiting to be read is growing faster than he can get through them! David also has a passion for travel and has been fortunate enough to visit many countries around the world.