David Radwell Acii

David Radwell ACII is an experienced professional with a strong background in the financial planning industry. David has held various roles throughout their career, including their current position as the Chartered Financial Planning Director at Schroders Personal Wealth, which they assumed in January 2022. Prior to this role, they served as a Chartered Financial Planner and Personal Wealth Adviser at the same company, starting in June 2019.

Before joining Schroders Personal Wealth, David worked at Lloyds Bank from 2014 to 2019, where they held the position of Private Banking and Advice Manager. David also has extensive experience at Lloyds Bank Private Banking, where they worked as a Wealth Management Adviser from 1999 to 2014.

David's career began at Lloyds Banking Group as a Mortgage Adviser from January 1998 to September 1999.

Overall, David Radwell ACII has a diverse work history in the financial planning industry, spanning over two decades, and has gained valuable expertise and knowledge in this field.

David Radwell ACII, Chartered Financial Planning Director, attended Lord Williams School in Thame, Oxon from 1983 to 1989, where they studied Financial Planning and Services. In 1999, they enrolled in the Chartered Insurance Institute, specializing in Accounting and Finance, and obtained the degree of Chartered Financial Planner. In addition, they have obtained certifications including Cf30 from the Financial Conduct Authority and a Certificate in Mortgage Advice Practice from CEMAP.