David James
Commercial Acquisitions Director
David is our Commercial Acquisitions Director and is responsible for meeting with IFAs who are looking to sell their business, whether they intend to retire or to join AFH and continue advising their clients. This includes maintaining contact once an IFA is in the due diligence process through to ensuring that both clients and adviser enjoy a smooth transition.
David brings with him over 25 years of experience within financial services having been an adviser himself and having worked within a variety of management and development roles.
He particularly enjoys the variety of work that his position delivers, and he holds firm values regarding culture, holistic financial planning and building strong enduring relationships which support him well in this role.