David Dale

Private wealth: investments and pensions.

David is head of Private Wealth, and a member of the firm's board. He has over 20 years' experience at major national and international firms. David has built up a specialist knowledge in all areas that would affect an individual, his or her family and their business. As wealthy individuals' affairs become more complex, it is more and more rare to identify specialists who are familiar with both legal, taxation and investment matters. These rare qualities therefore, are ideal for leading the department and bringing the best out of each particular discipline to the clients' benefit. David is also accustomed to dealing with significantly wealthy individuals and their families. His work often involves working with wealthy individuals, business owners, lottery winners and beneficiaries of significant estates. His team of over 80 provides a wide range of services to private clients and charities, across the country.