David James has extensive experience in the financial services sector, with a career spanning over three decades. David's roles have included Area Director at RBS Private Client Advice & Investment Services, Regional Bancassurance Manager, Area Wealth Manager, and Relationship Director at Lloyds Banking Group. Additional positions include Client Director at Schroders Personal Wealth, Senior Claims Handler at RSA, Senior Financial Planning Manager at Santander UK, and various managerial roles at Portman Building Society. Currently, David serves as Commercial Acquisitions Director and Adviser Director at AFH Wealth Management. David's educational background includes attendance at Seldown School for Boys.
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