Meet David
I joined Acumen in 2026 as a Paraplanner, working closely alongside our Financial Planners to research and develop tailored, thoughtful recommendations for our clients. Before moving into financial services, I spent seven years with British Airways in a variety of managerial roles across commercial, operational, and customer experience functions. During my time there, I also fulfilled a lifelong ambition by training as Cabin Crew, allowing me to blend my professional work with my love of travel while delivering seamless, high-touch customer care.
Although I thoroughly enjoyed my time in aviation, personal finance was always my true passion – I was constantly the person friends and family turned to for guidance on money matters. Making the career transition felt like a natural step forward, and Acumen was the perfect fit. I was drawn to the firm’s shared belief that financial planning goes far beyond advice and services; it is a true responsibility and an opportunity to steer, shape, and build a future our clients can look forward to with trust and confidence. I hold the Diploma in Regulated Financial Planning and am currently studying for my Advanced Diploma as I continue to expand my technical expertise.
I live locally with my fiancé, Connor, and our two miniature dachshunds, Hansel and Gretel. Outside of work, my passion for travel remains as strong as ever, and I always make sure the next holiday is booked and on the horizon. When I am at home, I love keeping active at the gym and spending my spare time rolling up my sleeves for home and garden improvement projects.
