With a career that spanned 19 years in Engineering, Dave has a keen eye and a passion for attention to detail. As a transferable skill it has enabled him to utilise this in his clients’ financial solutions and plans. 

With a young family himself, Dave is passionate about helping others grow and preserve assets for their children / grandchildren creating intergenerational wealth, as well as guiding like-minded people and businesses to financial freedom. Whether this be via tax efficient investment planning, protecting individuals or assets, estate planning, or retirement planning, Dave provides bespoke advice which helps successfully guide our clients to financial stability. 

At Burns Wealth Planning, we want to create an in depth and detailed understanding of our clients aims, goals and aspirations. This enables us to tailor a bespoke plan to suit their specific needs. This goals-based planning approach is a vital part of the process and forms the foundation for strong financial plans. 

Helping clients make knowledge-led decisions, by educating them, using jargon-free language throughout the journey - is key pillar of our business model.

Being a Partner for life, not just wealth, is at the very heart of the business, underpinned by establishing long and lasting connections. As an individual, Dave remains committed to his core values of honesty, trust, and integrity and this is what client relationships are built upon. 

With extensive skills, knowledge, and experience, the Practice is confident in being able to support with all financial matters and specifically help people save to fulfil their long-term ambitions and protect themselves and their loved ones appropriately.