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David-James Carthy is a seasoned financial professional with extensive experience in mortgage management and wealth planning. Currently serving as a Senior Mortgage Manager and Financial Planner at Holo since August 2016, David-James specializes in mortgage and refinance services, equity release, independent wealth management, and estate planning. Prior roles include Specialist Financial Advisor and Wealth Manager at Finsbury Associates, Mortgage Advisor at In-House Mortgage Services, and various positions at Countrywide Mortgage Services, CIS Cooperative, and CCC, where David-James honed skills in client relationship management and financial strategy development. David-James holds a BA (Hons) degree from Liverpool John Moores University and completed A Levels and GCSEs at Sandbach School.