Specialist Financial Services & Fintech Commercial Advisory That Gets Results - Fast
Specialist Financial Services & Fintech Commercial Advisory That Gets Results - Fast
David is a D2C financial services and fintech growth, marketing & strategy leader with 20+ years of experience helping platforms, wealth managers, fintech and FS firms grow.
As part of the original management team that took Hargreaves Lansdown to a multi-billion pound stock market float, David has first-hand experience building and scaling a leading financial services firm with a particular focus on client acquisition, positioning, driving customer value and AUM.
David combines quick-win initiatives that drive immediate growth with longer-term strategies that create sustainable value. His no-nonsense advice gets results.
David has worked with fintechs, wealth managers, IFAs, retail brokers, investment platforms, fund supermarkets, and challenger brands across the B2C financial services spectrum.
Having founded, scaled, and exited multiple ventures inside and outside financial services, David understands what it takes to build value and achieve success.
With deep experience of both digital and traditional marketing, sales techniques, and technology, he has one of the broadest and deepest levels of experience of anyone in the sector.
Set up a call with David to discuss your needs.