David H.

David H. is a seasoned financial professional with extensive experience in financial planning and wealth management. Currently serving as a Financial Planner (FPFS) at Westminster Wealth Management since July 2016, David specializes in helping professional clients identify and achieve their financial aspirations through tailored strategies that emphasize tax efficiency and cash-flow modeling. Prior roles include Private Client Adviser at The Cameron James Partnership LLP, where David provided holistic financial planning, and Financial Adviser at Blueprint Distribution Ltd, focusing on mortgages, protection, and investment strategies. David's early career began at Lloyds TSB, where foundational skills in underwriting and advising were developed.