David began his career in finance within the accounts department at Brewin Dolphin before transitioning to a front-office role in the Private Client division. It was in this role that David truly found his passion, gaining a deep understanding of the investment process and recognising the significant impact a skilled adviser can make. After successfully completing his CISI Level 6 exams, he earned the designation of Chartered Wealth Manager.
Following this, David took on leadership roles, managing trading floors at several smaller investment firms. During this time, he identified a critical gap in the market: traditional banks were charging excessive, opaque fees for foreign currency transactions while customer service standards were declining. This insight led him to establish Sapphire FX, a platform designed to offer simple, cost-effective currency exchange solutions with a strong focus on personalised service and dedicated account management.
Outside of his professional pursuits, David is deeply committed to his local community. He serves as an on-call firefighter for his local town and is actively involved in managing and training grassroots sports teams.