David Holmes Location
Nottingham, GB
David Holmes Work
- 2024 - now Partner, Regional Head of Cooper Parry Wealth Midlands @ Cooper Parry Wealth
- 2020 - now Partner @ Cooper Parry Wealth
- 2015 - 2020 Director @ Cooper Parry Wealth
- 2007 - 2015 Senior Wealth Planner @ Cooper Parry Wealth
- 2000 - 2007 Senior Premier Manager @ HSBC
David Holmes Education
- The Chartered Institute for Securities & Investment (The CISI)
Chartered MCSI
2016 - 2016 - Institute of financial planning
Certified Financial Planner (CFPcm)
2015 - 2015 - Nottingham Trent University
Business Administration & Environmental studies (Business Administration and Management, General)
1996 - 1999
- Merchant Taylors School1990 - 1995
David Holmes Skills
- Pensions
- Wealth Management
- Strategic Financial Planning
- Investments
- Financial Advisory
David Holmes Summary
David Holmes, based in Nottingham, GB, is currently a Partner, Regional Head of Cooper Parry Wealth Midlands at Cooper Parry Wealth. David Holmes brings experience from previous roles at Cooper Parry Wealth and HSBC Bank UK. David Holmes holds a 2016 - 2016 Chartered MCSI @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Pensions, Wealth Management, Strategic Financial Planning, Investments, Financial Advisory and more. David Holmes has 1 emails on RocketReach.
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Top Cooper Parry Wealth Employees
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Ewan Rosie
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2
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Peter Brewill
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1
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