Dartmoor, Devon

David Robinson

Senior Financial Adviser

David is a knowledgeable and trusted adviser with more than 30 years’ experience in financial services. Having worked in Devon for decades, he is well-known for his sound advice and exceptional client service.

Proud to look after families and businesses

David has worked in financial services for more than 30 years. Prior to joining Davidsons, he worked across the industry including in high-street banking, trust planning for doctors and dentists, and as the lead adviser for a firm specialising in inheritance tax planning.

It was important to David to be able to use ‘whole of market’ solutions to help his clients achieve their goals, which is why he is now using his extensive experience in his work as an independent financial adviser.

His work also involves researching discretionary and bespoke portfolio solutions for investment and pension planning.

“I take pride in looking after families, building their finances and looking after their future. I also like to challenge myself in order to help businesses and trustees with the more complicated areas of financial planning.”

David is married with two children, and when not advising clients he can often be found socialising with his family.

A solid, reputable, trustworthy and dependable company, who in the time I have used them for my pension fund have always given correct advice.

Mr D Holdsworth

Adviser - David Robinson

Spotlight

The three small things that make my day better are:

Organisation and timekeeping. Using my extensive knowledge and experience to help clients have a clear picture. Supporting the team of professionals around me, both receiving and giving help.

The thing I love most about my job is:

The variation in the help I can give our clients.

Three things on my bucket list are:

Continue to travel extensively. Get my golf handicap down (currently 13). To complete updating the family home.

When the dessert menu arrives, I’m looking for:

Eton mess.

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