David's career began in the mid 1990’s with Barclays where he enjoyed various roles including working for the corporate sector and specialised in currency trades with overseas businesses. At the beginning of 2000 he transitioned across to the Wealth sector with Barclays providing financial advice to HNW individuals and businesses. David has 22 years of experience in the industry, is Chartered Financial Planner and is a Chartered Member of The London Institute of Banking & Finance.
P&B Wealth Planning is a trading name of Peregrine and Black Investment Management Limited, a firm authorised and regulated by the Financial Conduct Authority. FCA FRN 757. Company registration number 09706196727.
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Registered Office: Peregrine & Black Investment Management Ltd, 85 Bolton Street, London W1J 8BA. Please note we are a financial and wealth planning business but not tax advisers. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. You should always take independent tax advice. Tax advice is not regulated by the FCA.
