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David Bevan Financial planning
Associate Director, Financial services

David Bevan

Financial planning

Areas of expertise

Execution only dealing services; pension fund administration.


David joined Smith & Williamson in 2000. He provides an execution-only dealing service to a large number of private clients across a range of products including pensions, ISAs and investment portfolios.

Notable achievements

  • Over 15 years’ experience of dealing in different investments including equities, bonds, gilts and collective funds.
  • Managing the administration of a complex pension scheme.

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