Dave is the founder of Think Plutus. He has devised the unique Think Plutus approach that has helped many clients in the UK ranging from first-time buyers, home movers, buy-to-let investors and property developers to people looking to remortgage or release equity from their property.

Dave specialises in delivering a tailored service to his clients. His approach emphasises the nurturing of close ongoing relationships with clients, advising on all areas of obtaining a mortgage. This means that in addition to guiding people through the application process, he can also give advice on other key considerations like life insurance, protection and equity release.

Dave has a number of professional certifications as a Mortgage, Equity Release & Protection Adviser:

Professional Qualifications 

• CISI - Investment Advice Diploma
• PFS - Diploma in Financial Planning
• CII - Certificate in Advanced Mortgage Advice
• CII - Certificate in Mortgage Advice
• LIBF - Certificate in Mortgage Advice and Practice (CeMAP)
• LIBF - Certificate in Regulated Equity Release (CeRER)
• CII - Certificate in Financial Services
• LIBF - Certificate in Retail Banking Conduct of Business

Professional Membership

• Member of Society of Mortgage Professionals - CertSMP
• Member of Personal Finance Society - DipPFS
• Member of Chartered Insurance Institute - Certs CII (FS, MP & ER)
• Chartered Member of the Chartered Institute for Securities & Investment - Chartered MCSI
• Member of the Equity Release Council
• Member of the London Institute of Banking & Finance (MLIBF)