Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
David Roper joined Dolfin’s Advisory Panel in March 2019. David is former financial services partner with PwC where he set up and led dedicated financial services teams in both The North West and The Midlands.
David has over 30 years’ experience of advising companies in the financial sector including long term savings and wealth management, and has extensive experience of regulatory reporting. He currently sits of the boards of a number of charitable and tertiary education institutions involved with music, and chairs the Audit Committee of Atom Bank.