David Wilson Dippfs

David Wilson DipPFS has a diverse work experience spanning several companies and roles. David started their career in 1999 as an Employee Benefits Administrator at Aegon UK, where they handled renewals and settlements of group life, critical illness, and PHI policies. David later transitioned to a Dedicated Account Support role, servicing IFA accounts in multiple regions. In 2013, they joined Prudential as an Account Manager, building relationships with intermediaries and promoting Prudential products. David then moved to Standard Life Aberdeen in 2014, initially as a Platform Consultant, assisting financial advisers in implementing the Elevate Wrap Platform. David eventually became a Platform Relationship Manager, responsible for developing and managing relationships with financial planning businesses in certain regions. Following this, they worked at Just Group plc as a Business Development Manager from 2018 to 2021. Most recently, they held the position of Business Development Manager at Triple Point from 2021 to 2022. Presently, they are serving as a Business Development Director at Close Brothers Asset Management, leveraging their expertise to drive business growth.

David Wilson DipPFS completed a Certificate in Financial Planning from the Chartered Insurance Institute in 2013-2014. David also achieved a Diploma in Financial Planning from the same institute. Additionally, they attended Bathgate Academy, but no specific degree or field of study was mentioned.