David Stevens

David is a Branch Principal and Senior Investment Manager of the Royal Exchange Branch and a Fellow of the Chartered Securities Institute.

David has spent much of the last 30 working in the City, working in the London Insurance market for 10 years, he moved across the City and into the world of stockbroking and Private Client Investment Management in 1999, joining NCL Investments, before spending 8 years at each Brewin Dolphin and J M Finn where he has looked after a wide range of private client portfolios.

David will be looking after private clients through the bespoke management of a wide range of portfolios including personal, ISAs, Pensions, Trusts, Estate Planning Bonds and Junior ISAs and where appropriate working closely with the client’s intermediaries.

David is married to Louisa and they have two young children. He is a member of several sporting clubs and enjoys playing cricket, golf, tennis and squash and is a keen skier.