David Perry
Consultant
David joined us in 2007 having previously had over 20 years experience in the industry with Equity and Law, Axa Sun Life and with the Clerical Medical National Accounts team in London and East Anglia.
David, who is a former Chairman of the East Anglia branch of the Life Insurance Association, is well known and respected in the local financial community for his wide knowledge, especially in the area of pensions, investments and inheritance tax planning.
David works closely with many solicitors and especially with local accountants Banham Graham. He also has responsibility for the firm's financial planning department at our Bury St Edmunds office.
David is married, has two grown up children and lives locally in Norwich. He is interested in sport generally but has a keen interest in Fulham Football Club which dates back to his childhood having been raised in the area.