Bio

David has experience in advising high net worth clients on a range of areas relating to personal tax and financial planning. He trained as a chartered accountant (ACA) with a private client firm, Dixon Wilson, and has a degree in Economics from Cambridge University. He worked for two top-tier private banks on intermediary marketing strategies built around wealth planning & referral business, before founding his own networking business, PCD Club. In 2022, PCD Group was formed to house 3 distinct brands: > PCD CLUB - Home of our live #networking events. Join the premier business networking club for international private client professionals. > PCD MEDIA - Raise profile and visibility for your firm or key people within it via digital content strategies, and leveraging of production and distribution channels. > HNW Advisor - The HNW Advisor Platform (launching soon) puts you in the driving seat with video-based case studies on the latest trends in wealth management for high net worth individuals, regional data cards offering up-to-date information, and summary articles providing insight into what you should be looking at when planning for your clients. For more information visit www.pcd.group or call +44 20 3004 9599