WithYou was founded in 2016 on the belief that professional, holistic financial planning and advice is best delivered on a truly personalised and independent basis.
David Greenwood, Founder and Chartered Financial Planner
With close to 20 years spanning different roles across financial services, David brings a unique breadth of knowledge and experience to his clients, combining deep technical knowledge with strong coaching and relationship skills.
Outside of work, he enjoys spending time with his family, speaks Italian, likes to keep fit, plays the piano and reads widely. Recently, he has also volunteered time teaching mathematics and science at key stage 3 level.
Award for best results in Advanced Financial Planning Exam, 2017
Professional Skills and Qualifications
Financial Planning
Chartered Financial Planner
Pensions Specialist
Investment Advice
Chartered MSCI
Banking, Finance and Business
BSc Financial Services
Private and Corporate Banker
Full disclosure about our business, how we are regulated and the protections in place for you as a client will be provided when we first meet.