Distribution Director

Dave has worked with financial advisers for over 30 years. Before joining PortfolioMetrix in January 2015 he was Chief Commercial Officer with one of the UK’s leading adviser Software solutions developers, Intelliflo.



Before that he led sales teams at two of the UK’s leading investment platforms,including 16 years at Skandia (now Old Mutual Wealth) where, as Sales Director, he led the process change that helped ready the UK advice market for the Retail Distribution Review.

Dave was appointed to the PortfolioMetrix board in April 2015. His responsibilities incorporate all facets of distribution and marketing as well as contributing to product development and strategy.

For Financial Professionals

This website is intended for financial professionals only.

By continuing you are confirming that you have read, understood and agree to our Privacy Policy. You are also consenting to the use of Cookies on this site.

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.