David Spencer FPFS, IMC

David Spencer is an Associate Director and was a founding Director of Chartered Wealth Management (CWM), now part of the Progeny Group .  As well as previously being a business owner, David is an independent Chartered Financial Planner and a qualified Investment Manager. With over 20 years’ experience in financial services, he offers CWM’s high-net worth clients a rare combination of business acumen, expert financial planning advice and tailored investment management solutions.

David has a deep understanding of the entrepreneurial market and is proficient in advising business owners from start up, through to maturity, sale and beyond. He also enjoys working with corporates, boards and management teams. David has built strong and lasting relationships with those he advises and is proud to call many of his clients his friends.

Outside of work, David enjoys spending time with his family and friends, as well as being a keen fitness enthusiast.