After graduating in 2004 with a Master’s Degree in Economics David immediately started to forge a career in financial services. He has gone on to become a Chartered Financial Planner and is a fellow of the Chartered Insurance Institute.
David’s focus is on nurturing long-term trusted relationships based on offering bespoke, honest and proactive financial advice. He is committed to not just offering advice that addresses short-term concerns but developing forward-thinking strategies to help achieve clients’ future objectives and aspirations.
Nicola has over 13 years’ experience within the financial services industry working as an Office Manager & PA. Nicola provides PA and Paraplanning Support to David and is responsible for the smooth running of the Practice and oversees client servicing.
Edel has over 15 years’ experience as an administrator in various sectors. Within her role at Pathway Wealth Management, Edel performs a variety of admin tasks and provides support to Nicola to ensure the continued efficient running of the office and great customer service.
John operates in a business development capacity connecting new clients with the professional financial advice both they and their businesses require.
After a successful accountancy career in Glasgow, London and Sydney, John has gained a wealth of knowledge. John founded his own business back in 2010 providing specialist business protection services.
His Chartered Accountancy qualification brings with it a knowledge base and attention to detail needed to ensure clients get the right advice.