David Stephenson, APFS


David advises on all aspects of investment management and financial planning, and specializes in managing the TVI Investment portfolios. David’s qualifications include the Advanced Financial Planning Certificate and the Certificate in Investment Management.

Previously David was a Director of Wise Investments Ltd from 2004 and was a director Ager Financial Ltd from 1994.

David is a former Merchant Navy Navigating Officer who has been a financial adviser and fund manager since 1986.

David has two passions in life – sport and investments. David was a keen marathon runner, completing 6 including both London and New York. More recently due to injury he has taken up walking and has completed several long distance walks including the Thames Path and North Downs Way.  He is also a passionate skier and particularly enjoys skiing in North America where he has visited the majority of Rocky Mountain resorts from Canada to New Mexico.  When not on the terraces at the Madjeski stadium, he’s watching Manchester United, Orlando Magic, or checking the latest financial news.