With nearly a decade of experience in the property industry, David has built a diverse and impactful career that spans from trainee negotiator to overseeing multiple branches across Leicestershire and Warwickshire. Throughout this journey, David has remained committed to client interaction and driving positive customer outcomes, which has been the cornerstone of his success.
Driven by a passion for helping people, David transitioned into paraplanning and later retrained as a Mortgage Adviser, earning a Diploma in Financial Advice, Certificate in Regulated Mortgage Advice, and a Certificate in Regulated Equity Release. In February 2024, he took the next step in his career by joining Furnley House as a Financial Adviser, with a strong focus on helping clients achieve their financial goals through expert, tailored advice.
David’s approach combines his extensive experience in property with a comprehensive understanding of financial services, enabling him to guide clients confidently through their financial journeys. Whether it’s securing a mortgage, managing investments, or planning for retirement, he takes pride in offering clear, practical advice that fits each individual’s needs.
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Reviews
Comfortable communication, knowledgeable and adept at identifying customers needs.

Stephen
Friendly and polite and full explanations.
