David Morgan

Compliance Consultant

About David

David has more than 30 years of retail financial advisory and regulatory compliance experience. He’s worked as an IFA, a regional manager, a training and competence and compliance manager and a managing consultant.

At B-Compliant, David’s work focuses largely on assessing the suitability of business written by the firm’s clients. He also deals with other project work as required. He is qualified to QCF Level 4.

David is married with three children, and lives with them near Glastonbury in Somerset.

His hobbies and interests include golf, cycling and cricket and he coaches the junior cricket side at the village club. David also enjoys listening to music, metal detecting and he always has a book on the go too.

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