Financial Planner David tells us more about himself:
Q: What has been the journey that led you to becoming a Financial Planner?
My journey began in the early 90s working for an Italian insurance company in London. I gained experience over the years working in back office support roles with different firms while I gained my qualifications, eventually becoming a financial planner in 2004.
Q: What attracted you about working for Citywide Financial Partners?
I joined Citywide because I was attracted by the exceptional level of service and support that is provided to clients.
Q: We know you are a Financial Planner but what will that mean day to day?
The majority of my time is spent getting to know clients. Identifying their goals and aspirations, helping them to achieve these through building an effective financial planning strategy. Also, speaking to prospective new clients and professional connections about the services that Citywide offer.
Q: What do you find interesting about the work that you do?
I enjoy meeting clients and understanding more about their goals and aspirations. I also enjoy the analytical aspects of the role, including reviewing portfolio investment strategies.
Q: What are you saving for?
With a young family and a house extension project under way, my ability to save is compromised to some degree, although I am beginning to focus back on repaying the mortgage and saving towards retirement.
Q: When you are not at Citywide, what keeps you busy?
Outside of Citywide, the majority of my spare time is spent with my family. I make various attempts at keeping fit, usually running, and when I can find some spare time, I also enjoy flying light aircraft around the south east.
Q: If you could give your younger self one piece of advice, what would it be?
Don’t be afraid to fail.
Q: What is your proudest achievement in life so far?
The birth of my two daughters, a life changing event that continues to challenge and inspire me.
Q: And what goals are you working towards now?
Having just recently joined Citywide, my initial focus is on becoming an effective member of the team.