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About us > Meet the team > David McDonald

David McDonald

Paraplanner

Introducing David McDonald, a key part of our paraplanning team.

With nine years of experience in the financial services industry, David achieved his Diploma in Financial Planning in 2021, acquiring extensive knowledge and expertise along the way. His main roles include preparing and drafting financial reports, conducting technical research, and collaborating closely with our financial advisers.

David is committed to delivering advice reports that are not only accurate and precise but personally tailored to the needs of each individual client.

Outside of the office, David likes to keep active by playing football and teaching martial arts. He also enjoys playing video games and building Lego models.