David founded Wills & Trusts in 1992 following the death of his Grandmother. The Milsom Suite, at our Thame office, (and where you may attend your Client Review Workshops), is named after her, as it was the £9,000 bequest from her that he used to start the company.
As well as being Director of Wills & Trusts and our sister company Solidus Independent Estate Planning, David works with our clients directly as an adviser, bringing not just his knowledge, (he is one of the most highly qualified advisers in the UK), but also his unique and valuable perspective to each individual client.
Previously on the board of the Personal Finance Society, David has led the call to ban commission for many years. In 2013 his lobbying was successful and commissions on investments and pensions were banned.