David is a director of NW Brown Trustees Limited. He has worked as a Financial Planner since 1984 and holds the Diploma in Financial Planning. David specialises in supporting clients to realise their objectives of creating investment and retirement portfolios, achieving income targets and reducing potential inheritance tax liabilities. He also provides assistance to the clients of Solicitors and Accountants, having experience and skill in elderly care matters and an understanding and empathic approach to client’s attitude to investment. David’s knowledge enables him to advise trustees on how best to invest funds under the terms of the trust and how best to meet its’ objectives.