David Shepherd

David Shepherd is a Partner at Morrinson Wealth, specializing in wealth management for business owners and city professionals, focusing on increasing net worth and protecting income. With previous experience as an Assistant Vice President at both Barclays Investment Bank and Bank of America Merrill Lynch, David has a robust background in finance, beginning as a Financial Banking professional at Santander UK. David also works as a Financial Consultant, helping individuals simplify and optimize their finances. David holds a Master of Science in Financial Management from the University of Chester and is currently pursuing additional qualifications through the Chartered Institute of Management Accountants.