CPN
David joined CPN as a Paraplanner in 2014. Since this time David has passed his Wealth Management exams with the chartered institute and now holds the Diploma in Financial Planning. David holds a particular specialism in pensions and consults for other members of the firm on complex pension cases.
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CPN
CPN Investment Management LLP is an independently owned investment firm and our roots go back to 1974. They are responsible for the management of over £300 million of assets across a diverse range of investment and pension portfolios.