At work
Dave joined Otus in 2016, after more than 30 years in retail banking with Lloyds and TSB, 20 of which he spent as a bank manager. Together with Charlene, Dave ensures that all of our clients are looked after as individuals, from the moment they first meet with Chris onwards. His day-to-day responsibilities include liaising with clients and providers alike, ensuring applications and instructions are completed as efficiently as possible.
More about Dave
At home
Dave was married for more than 28 years and has two grown-up children, both of whom have ‘flown the nest’. This gives him the time to indulge in his favourite pastimes of photography, smart technology and travel without too much outside interference!
The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers based in the UK.
Otus Financial Planning is a trading style of Otus Financial Ltd which is authorised and regulated by the Financial Conduct Authority.
Otus Financial Ltd. registered in England and Wales company registration number 7540565.
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