David Core

Consultant and Head of Professional Intermediaries

David first began working with Phil Simmonds in financial services in 1986.  He worked in Phil’s region as his right-hand man for 9 years, setting up and running offices in Salisbury and Andover, and they have worked together on and off ever since.

Private Office Asset Management are delighted to have David working with them a Consultant, a role that sees him head up the firm’s work with Professional Intermediaries, he liaises with accountants, private client lawyers and trustees who are looking to recommend their clients to a wealth management firm.

With his vast experience in the industry spanning 40 years, David also sits on the firm’s Investment Committee.

David is also an offshore adviser with a completely separate firm, and recommends his clients to Private Office Asset Management as and when they repatriate to the UK.

Email@ david@private-office.co.uk