Head of our Berkshire office, David specialises in managing investment portfolios and runs our
TB Wise Strategic fund. David’s business, Ager Financial, merged with Wise in 2004.

David is a former Merchant Navy Navigating Officer who has been a financial adviser and fund manager since 1986. The Ager Financial Managed Fund, which he has managed for the last 24 years, is the top-performing life managed fund since its launch on 29 May 1985*. David’s qualifications include the Financial Planning Certificate and the Investment Management Certificate.

*Source Lipper (01/06/2010)