David Wright

Financial Planning Director
David Wright

About David

David has been a financial planner for more than 30 years, working with clients through various life stages and financial situations. Even though he now holds a management position within the company, he continues to personally assist a select group of families and clients.

David specialises in helping clients clarify their financial goals and encourages a positive relationship with money by eliminating as much financial stress as possible.

Specialises in

Values-Based financial planning
Inheritance Tax planning
Working with business owners
Retirement planning
Estate planning

Spotlight questions

When I'm not working, you'll find me…

Playing tennis or walking Alfie along the River Trent.

My favourite place in the world is…

Somewhere warm, and of interest to visit.

My favourite song to play in the car (or anywhere) is...

Recently, anything country.

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