I’m David, an IFA Administrator here at YorWealth. I moved to York from Scotland in 2024 and joined the team in April 2025. It’s been great getting to know the city and being part of such a welcoming and supportive firm.
In my role, I support our financial advisers and help ensure everything runs smoothly behind the scenes with a strong eye for detail and a solid understanding of financial services operations, I handle everything to managing documentation and liaising with providers. I enjoy being part of a team that genuinely cares about delivering a great experience for our clients.
In my spare time, I enjoy playing my guitars, watching football and spending time with my wife.