David is an experienced financial services leader, having most recently served as Group CEO of Kingswood Holdings Plc, where he grew assets under advice from £2bn to £12bn and EBITDA from £200k to over £15m. This included acquiring and integrating over 20 advisory businesses and securing significant investment to support growth.
Prior to Kingswood, he led the launch of Schroders Personal Wealth and held senior roles at Lloyds Banking Group, including Commercial Director at Lloyds Private Banking. Now focused on supporting ambitious founders and executive teams, David holds a portfolio of non-executive roles including Chair of Purposeful Group and Parallel Employee Benefits.
If you would like to talk to Purposeful Group about how we could help your business or discuss any other opportunities with us, please use the contact details below or the form to the right.
To understand how Purposeful Group can help your business, contact our Co-Founder, Richard Rhodes: