After graduating from the University of Dundee in 2004 with a Master’s Degree in Economics David immediately started to forge a career in financial services. Starting out working for a high street lender he took the decision to obtain his financial services exams after moving back to Northern Ireland at the end of 2005. David’s first advisory role was working for a financial services practice attached to a Chartered Accountancy firm. Since then he has been helping individuals and companies invest for their futures in the most tax efficient manner. David specialising in the area of retirement planning and inheritance tax planning.
Nicola joined KMC Financial in July 2012 as Practice Manager. Nicola has over 11 years’ experience as a Practice Manager, 8 years of which have been within the Financial Services Industry.
As Practice Manager of KMC Wealth Management Nicola takes responsibility for the day to day management of the Practice. She specialises in providing Organisational Support and overseeing client servicing. Nicola provides overall management of the team to ensure a smoothly run Practice.
Fiona has over 9 years’ experience providing excellent customer support within the financial services industry. Fiona is an experienced Client Account Manager and specialises in providing support to the Partners of KMC Wealth Management, building financial planning reports and carrying out administration for business processing of financial products.