David Buchan

Financial Planner, Partner

David has built a reputation on assisting private and corporate clients on all aspects of their financial planning goals and objectives. He has expertise in working with business owners and company directors, paying particular attention to making sure they and their staff are adequately protected against all eventualities and maximising the tax efficiency of their income and profit extraction. He takes pride in guiding his clients through the process of preparing for retirement or a business sale, helping them determine the best strategies to achieve financial freedom.

Prior to joining Saltus in 2022, David co-founded Brunel Capital Management Ltd and Ironbright Investment Management Ltd, serving as Finance Director and guiding private clients in financial planning. He also co-founded Cavendish Grant Ltd, which evolved into Chartwell.

 

David specialises in maximising tax efficiency and ensuring comprehensive protection for business owners and individuals.