17 Feb 2023
We are pleased to announce that we have appointed David Webster to a director role, to accelerate our growth.
David brings a wealth of experience having worked in this industry for over three decades. Most recently he worked as a consultant for the UK’s top financial adviser, pension and investment companies guiding them through the adoption of investment platforms and enabling advisers to alter their businesses to offer a more broad and professional advice proposition.
Prior to his consultancy work, David held senior positions within a large financial advisory firm leading the business through significant legislative and regulatory change and Standard Life where he designed the take to market strategy for the new auto enrolment market.
At Wealth Professional he will work closely with the senior leadership team, Douglas Mitchell and Nigel Jeynes to both enhance the customer experience and further grow the business.
Comments Douglas Mitchell, Director, Wealth Professional:
“David’s pedigree speaks for itself. We are delighted that he is joining our team at Wealth Professional. We are renowned for our quality of service, professionalism, accessibility and spirit of community. However, we remain a well-kept secret amongst our clients. Our ambition is to accelerate our growth, whilst maintaining our values and level of customer experience. David will help us to do this.”
Adds David Webster:
“Wealth Professional is an outstanding business. Coming back into the fold after a few years of consulting I didn’t want to join just another advisory firm, I wanted something a bit different – and I ‘ve found it here. I am excited to work with the team to develop new solutions and enhance existing ones to further accelerate Wealth Professional’s enviable track record.”