Expertise
Biography
David is a dedicated Paralegal within our Wills, Trusts, and Tax team.
Background and Expertise
David holds a BSc (Hons) in Psychology from University of Wales, Bangor, graduating in 2012. Prior to his legal career, he spent many years in finance and accounting, most recently working at Advance Accounting Solutions, focusing on tax returns, tax planning and the compiling of accounts for over 200 Limited Company and Personal clients across the UK with a focus on Chester and North Wales.
In October 2023, David joined the firm as a Paralegal, bringing with him a wealth of experience in dealing with taxes and a passion for the intricate details of Wills and Trusts. While his experience lies predominantly in the private sector, he has also worked with Charities and Deputyships.
Specialisations and Personal Achievements
David’s success stems from his caring and empathetic nature. He tailors advice regardless of job roles and pays great attention to detail, which is crucial in his role as a paralegal to deliver expertise in handling intricate billing, Charity & Trust management, and Deputyships clients.
Recent highlights in David's work include the compiling and submission of multiple bills of cost to the Court of Protection, the setting up and maintaining of multiple Trusts & Charities as well as assisting with the general and financial welfare of vulnerable clients.