PERSONAL MONEY MANAGEMENT - Key Persons

After completing a degree with distinction in International Business, David's professional career started as a currency trader in London. He spent 4 years on the Dollar / Deutschmark desk, at the time the highest grossing desk in the world. He then moved to the multi-currency desk trading all currencies against each other, where his daily volume would often exceed $1 billion. His clients included major institutions such as Citi Bank, Bank of China and Deutsche Bank London. David specialises in Investment and Pension strategies. Clients range from very wealthy entrepreneurs with complicated requirements to those simply wishing to open an investment ISA. In his spare time David enjoys skiing, running, golf and of course, wine tasting.

Job Titles:

• Specialist in Estate Planning

Pete is a specialist in Estate Planning and Retirement Strategies. He spends considerable time attending conferences and seminars across the country where the leading thinkers in the fields of the law and investment develop the latest techniques. Pete's clients range from the very wealthy to the average family, many of whom have retained his services for several generations. In his spare time Pete enjoys golf, travel and wine tasting, sometimes all together.