Dave has been working in the platform industry for the last 22 years. He spent five years at Cofunds where he helped launch the platform, led the operations team, and guided the platform processes for institutional business. Dave then moved to Selestia and developed the consolidation proposition which involved working with Advisers to move assets onto the platform, before moving on to Novia Financial helping to successfully launch the platform to the UK Market, helping to introduce the discretionary model portfolio service and moving significant amounts of adviser assets on to the platform.
Dave has held a number of roles at Novia Global including Head of Customer Service and Director of Business management and IT. He is passionate about delivering a market leading proposition and excellent customer service