David Gwynne-Jones

Marketing Consultant

After gaining a law degree, David was attracted toward the Financial Services sector as it offered him the opportunity to utilise his excellent communication and personal relationship skills more freely.

Having worked as a Financial Adviser for a large assurance company and an International Firm of Accountants, David saw the opportunity to build a professional practice that focused on client relationships as much as the quality of advice it delivered. He successfully ran his own business for many years, with a particular niche in providing employee benefit solutions to several household name Companies.

In recent years David has stepped back from being a financial adviser to focus his efforts on raising awareness amongst solicitors and accountants of the difference in financial adviser quality and, in particular, the role that qualifications have in an industry that is committed to raising standards. His instrumental role within our business is to communicate the high professional standards we adhere to and why these stand us apart from many others within our Industry.