David Bostock DipPFS

Senior Client Relationship Manager

David is our Senior Client Relationship Manager having worked in financial planning since 2015.

Originally from the ex-mining town of Ilkeston, David has remained close to his home town of Nottingham, and has recently moved in with his partner Emma.

David’s passion is history specifically the Crusades and Medieval Military Orders of the Knights Hospitaller and Knights Templar having graduated  from Nottingham Trent University with a degree in the subject.   Despite this 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 qualified as an adviser in 2020

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.

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Head of Business Standards &
Financial Life Planner

Jeremy Squibb

Head of Life Planning &
Financial Life Planner

Ian Kemp

Financial Life Planner

Teresa Ball

Practice Manager

Hollie Simpson

Client Relationship Manager

Lauren Oakley

Client Relationship Manager

Sue Thompson

Client Relationship Manager

Jordan Reid

Financial Planner

Nader El Harake

Trainee Financial Planner

Beth Evans

Operational Support Administrator

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