David Roberts
Financial Adviser

How long have you been with the company? 20 years

What’s your role? I specialise in all investment areas, particularly inheritance tax planning, portfolio planning and care home planning.

What do you enjoy most about your role? I enjoy being able to develop and maintain long-lasting relationships with people and their families over many years. I also like being able to provide a personal service and being there for people at any time – not just when they have a meeting booked in, for example.

How do you relax? By playing golf, keeping fit and enjoying holidays.

What is the most important lesson life has taught you? To maintain strength of mind and ambitions when things are proving difficult.