David Burridge is a seasoned financial professional with extensive experience in client management and investment oversight. Currently serving as the Investment Committee Chair and Client Manager at Paradigm Norton Financial Planning since May 2015, David leads an Investment Committee responsible for overseeing investment portfolios totaling £1.5 billion. David has expanded the client base to 40 families, generating £300k in fee revenue, while also managing a team focused on enhancing advisory processes. David's prior roles include Senior Financial Planner and Trainee Financial Planner, where skills in client relationships and financial planning were developed. Educational credentials include a Bachelor of Science in Economics and pursuing advanced management and financial planning qualifications.
Links