David Totton

Having obtained a Master’s degree in International Financial Analysis from Newcastle University Business School, I found myself drawn to the world of personal financial planning in 2019 after helping my parents navigate the life-changing decision to stop working early. That experience made me realise that planning is as much about living a life that is richly yours today as it is about planning for the future.

After spending over 6 years behind the scenes in a technical Paraplanning role, and obtaining my Diploma in Regulated Financial Planning in 2022,  I transitioned into a client-facing adviser role.

Working primarily with London-based professionals, particularly lawyers, who want to make the most of their income and build towards long-term financial freedom, without feeling that they have to put their lives on hold.

Whether you’re moving home, getting married, starting a family or simply looking to make better use of your money, I take the time to understand what matters to you and where you want to get to.

My approach is personal, practical and focused on making financial planning feel less complicated. I want my clients to feel confident in their decisions, understand how their human biases can get in the way of good choices, and piece their finances together in a plan that can evolve as their lives and priorities change.