Meet the Team: David Ellis, Director
David has been working in the financial services industry since he was 16, beginning his career at Scottish Widows. He gained a wealth of experience working at a variety of companies, including Provident Mutual (which has since been taken over by Aviva) and Scottish Life.
In 1999 David joined Gibbs Denley as Financial Services Manager. Having met both Derrick Gibbs and Mark Denley during his time working for Provident Mutual, he knew the company and was confident that he would be happy working here. He was later made a partner and then a director when the Gibbs Denley Group was formed.
David is a specialist in pensions, though he also does a lot of investment and protection work (life assurance, income protection etc.). Many of his clients are people who are reaching retirement age and looking to take their pension. His role focuses on working out what income they need, looking at the potential sources and advising them on the most tax-efficient way to produce it. “It is important that financial advisers explain relatively complex financial options in a way that the client understands,” he says. “We shouldn’t be making the decision for them, but rather educating and empowering them so they can be confident that they’ve made the right choice for themselves.”
As well as still being an active adviser, David is also responsible for HR and regulatory compliance. He has been one of the driving forces behind the Continuing Professional Development of the Gibbs Denley staff, and also sits on the Gibbs Denley Investment Committee.
David grew up in Sawston, and has continued to live there for almost his entire life. Now that his two sons are grown up, he is looking forward to doing more travelling with his wife, especially if they can combine it with his love of Cricket to see England play around the world. He has played, coached and now umpires cricket for local teams, and is a member of the Rotary Club of Cambridge South.
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