Introducing the Newest Member of the Team – David


Category: News from the team & Team Meetings

We’re excited to begin the new year by introducing you to our new Senior Client Relationship Manager – David Bostock. David is highly qualified, having achieved a Diploma in regulated financial planning, and brings with him a wealth of experience spanning over 8 years in financial services, he believes his drive comes from knowing he can make a real difference to people’s lives.

Originally from the ex-mining town of Ilkeston – David has remained close to his hometown of Nottingham, and he has recently moved in with his partner Emma. They’re  currently working hard at turning David’s former man cave into their together home.

David began his career in financial services in 2015 , after graduating from Nottingham Trent University with a degree in History. Although his passion is history – specifically the Crusades and Medieval Military Orders of the Knights Hospitaller and Knights Templar, David found an unexpected enthusiasm for a career in financial services. His journey begun in pension administration, but he then progressed through to technical support, marketing and eventually David qualified as an adviser in 2020.

‘The thing that keeps me in financial services was my own amazement that it isn’t just a bunch of grey suits looking at pie charts but actually a really dynamic working environment and customer base which doesn’t allow things to get boring.’ 

When he’s not spending time with his partner & family, David is a self-proclaimed nerd, enjoying fantasy and sci-fi films & books. David is currently working through an ever-growing pile of painting miniatures based in the Warhammer 40K videogame! An avid traveller, David recounts his holiday to Rome & Vatican City as a personal favourite.

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