David joined Sanlam in June 2019, following the acquisition of Blackett Walker. He is an adviser based in the Newcastle office, and helps clients to understand and meet their investment objectives. Many of his clients have been with him for many years, thanks to his personal approach and high standard of client service. Prior to Sanlam David worked for a private financial services company, specialising in managing investment portfolios for high net worth clients. David holds the Diploma in Financial Planning including the higher-level investment planning certificate.