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David is a former Senior Manager at Lloyds Private Banking following more than 41 years. He joined Pearson Rowe in 2007 and is now part of our Private Client Division and based at our Birmingham office.
Areas of Expertise:
David has experience in Estate Administration, Executors, Administrations and Attorney Administrations including IHT calculations.
He also has experience in Will and Lasting Power of Attorney preparation, IHT mitigation, contentious probate issues and Administration of Attorneyships and Deputyships.
Membership of Professional Bodies & Organisations:
David is a member of the Chartered Institute of Bankers (ACIB) and holds an Investment Advice Certificate.
Socialising, Charity Fund Raising, sport generally and family pursuits.