Wealth Management Team - David Smith | Financial Advice Cardiff
David Smith

David Smith

Technical Assistant

David works part time within the Technical Team and is also currently studying BSc Finance & Investment at the University of South Wales.

His role here at Penguin is to support the advisers by undertaking research to identify suitable solutions to meet our client’s individual needs, as well as dealing with the implementation of any recommendations.

He has just finished second year at university, winning an award for being the top performing student on his ‘Pensions & Retirement Planning’ module.

In his spare time, David enjoys traveling with his girlfriend and recently spent 3 weeks ‘inter-railing’ across 9 countries around Europe- his favourite destination being Lake Bled, Slovenia.

David is also a huge Newcastle United fan- howay the lads!

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