Head of Private Client
David joined Bermans in 2014 to develop our Private Client service.
He has a degree in law and qualified as a solicitor in 1987.
David advises on a diverse range of matters including IHT planning, Wills, Lasting Powers of Attorney, Trusts and Probate (including contentious) as well as residential and commercial property.
David is an estate planning expert and regularly advises clients on how best to protect their assets. He also has a special interest in clients who don’t have mental capacity to manage their own finances, through illness, injury or old age, using the Court of Protection or powers of attorney.
David also has considerable expertise with charities and has been the Chair of the Education & Charities Committee at the Liverpool Law Society for many years. In 2015 he received a ‘Special Recognition Award for Outstanding Service’ for his tireless work as Committee Chair, where he runs 3 charitable funds, organises the high profile Conkerton Memorial Lectures, public speaking competitions and other such work.
As an experienced private client lawyer, his key aim is to develop a thorough understanding of his clients’ goals so that he can provide rounded practical advice to maintain and develop their wealth protection strategies.
Away from the office David enjoys water polo, golf, football and horse riding.
Tel: 0151 224 0505