David is currently based in the Whitley Bay branch, which, after other banks and building societies had left the area has moved into a bigger location in the heart of the town centre.
He’s really interested in meeting new people, getting to know them and identifying how he can help put a plan together to suit them.
When he’s not looking at Pensions & Investments, his children keep him very entertained!
If you’d like to chat all things financial with David, why not book an appointment online today or give him a quick call on 0191 252 0642.
"Advice from David was easy to understand and not filled with jargon, making the pension transfer process less daunting. Being able to meet with David face to face is a huge bonus."
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Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning. Aspects of inheritance tax planning are not regulated by the Prudential Regulation Authority nor the Financial Conduct Authority. Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited which is an appointed representative of The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Approved by the Openwork Partnership on 01/05/2024.