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David Garvey

Managing Director · Chartered Financial Planner

David leads Executive Wealth Services with a focus on clear, structured and client-focused financial advice. A Chartered Financial Planner with advanced qualifications in personal tax and trust planning, he specialises in investment strategy, retirement planning and complex financial planning scenarios.

Introducing David

Strategic Financial Advice Led By Experience.

David Garvey BA APFS is Managing Director of Executive Wealth Services and a Chartered Financial Planner. He leads the firm with a focus on clear, structured and client-focused advice for clients with complex investment, tax and retirement planning needs.

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David combines advanced technical qualifications with a practical understanding of how financial planning decisions affect long-term client outcomes. His approach is built around clarity, structure and disciplined investment planning.

Areas Of Expertise

Investment Strategy, Tax Planning And Long-Term Financial Structure.

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Passive Investment Strategy Development

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Complex Tax And Retirement Planning

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Personal Tax And Trust Planning

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Client-Focused Financial Advice Design

Experience & Background

Building Modern Advice Around Better Client Outcomes.

David has played a central role in designing modern financial advice processes for clients with complex tax, investment and retirement planning requirements.

  • Early developer of the Investment Engine Analysis process, designed to examine investment structures, costs and long-term client outcomes.
  • Specialist in passive investment strategy development and evidence-led portfolio construction.
  • Experienced in designing client-focused financial advice for complex tax and retirement planning scenarios.
  • Chartered Financial Planner with advanced qualifications in personal tax and trust planning.
  • Holds regulated Senior Management and Supervisory functions, including FCA responsibilities for senior management and anti-money laundering oversight.
BA APFS Advanced professional qualification profile, including Chartered Financial Planner status.
IEA Early developer of the Investment Engine Analysis process.
SMF Senior Management and Supervisory responsibilities within a regulated advice firm.

Office Availability

Available Across Edinburgh And Glasgow.

Edinburgh

David is normally available from the Edinburgh office on Monday, Wednesday and Friday.

Glasgow

David is normally available from the Glasgow office on Tuesday and Thursday.

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How David Helps Clients.

David helps clients bring structure to important financial decisions. His work often involves investment strategy, tax-efficient planning, trust considerations and retirement planning for clients who need more than basic financial advice.

Speak To EWS

Need Advice On Complex Financial Planning?

Speak to Executive Wealth Services about investments, pensions, retirement planning, tax planning, trusts and long-term wealth strategy.

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