David ParryDipPFS

David is one of the three founding directors of Officium Private Wealth. He is approaching Chartered Financial Planner status which is deemed the industry Gold standard. David has spent the majority of his career gaining invaluable experience whilst working for some of the largest and most respected financial institutions in the UK as both an adviser and also in a senior management capacity.

Having spent over 23 years in the financial services industry, predominantly in the High and Ultra High Net Worth arena, David provides holistic financial planning advice covering Investments, Pensions, Inheritance Tax Planning and Protection with a particular interest in direct equity investment.

Officium Private Wealth was born out of frustration with modern day financial services. Seeing an industry trend towards increased client numbers and a less personal service David saw an opportunity to create a client focused business providing a market leading proposition supported by a highly personal and relationship-based service.

David believes that developing a deep understanding of clients’ circumstances, aims and objectives are key and prides himself on providing an exemplary level of service.

Qualifications

• Diploma in Financial Planning
• Certificate in Discretionary Investments
• Certificate in Securities Advice & Dealing
• Certificate in Mortgage Advice
• Award in Long Term Care

Hobbies and interests

David enjoys most sports but in particular enjoys mountain biking and most weekends can be found exploring the hills and countryside north of Cardiff. David has two teenage sons and, as a family, they enjoy ski-ing holidays and trips to Australia to visit family.