David Herbert BSc(Hon's), Dip PFS

David has worked in financial services for 19 years and specialises in investment and retirement planning.

He is a Member of the Personal Finance Society at Diploma Level having passed the Pensions, Taxation & Trusts, Personal Investment Planning and Business Financial Planning advanced papers offered by the Chartered Insurance Institute.

David lives in Lewes with his wife, Prue, and their son Antony.