David Vallance

Areas of expertise

David specialises in:

David specialises in retirement planning, investment advice and inter-generational strategies including inheritance tax mitigation. His specialist focus over many years has been to assist clients in the university sector and co-leads the UK University Specialist Team. David also specialises in giving advice to owner-managed business clients .

Experience

David is a Director at Tilney and a Chartered Financial Planner with more than 25 years of experience in the industry. He joined the graduate trainee scheme at Scottish Amicable in 1997 having attained a first class honours business degree from Strathclyde University. Since then David has worked in advice roles for Standard Life and Aviva. David joined the firm in November 2011.

Notable client work and achievements

David specialises in giving advice to owner-managed business clients and also to the public sector, particularly with regard to the University pension scheme (USS). David looks after a large client bank for the Glasgow office and has a particular interest in estate and inter-generational planning.

Professional qualifications and memberships

David is a Fellow of the CII and a Chartered Financial Planner with more than 25 years of experience in the industry. He joined the graduate trainee scheme at Scottish Amicable in 1997 having attained a first class honours business degree from Strathclyde University.