Summary

Head of Employee Benefits at Chancellor with over 22 years in the financial services industry.
I gained my initial knowledge and training with Norwich Union and ultimately became the Senior Group Pension Consultant based in Manchester.
I became an independent financial adviser in 1995 after having qualified as an Associate of the Pensions Management Institute. I became a Director of the Manchester based firm and then set up and ran a self employed practice from 2001 to 2009.
I joined Chancellor Financial Management in June 2009 and helped set up the Employee Benefit Division shortly having qualified as a Chartered Financial Planner with the PFS and CII.

Expertise


The implementation and management of Group Pensions and Group Risk schemes.


Experience

  • Chancellor Financial Management Ltd

    Head of Employee Benefits & Chartered Financial Planner
    - Current
    Fellow of the Pensions Management Institute

Education History

  • Higher National Diploma in Business Studies

    Other
    1984 - 1987

Qualifications

Chartered Financial Planner and Fellow of the Pensions Management Institute

Clubs and Associations

Travel, music, sports and Manchester City fan.

Email David

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