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David Marks

International Financial Adviser

Previous Experience

David has worked for almost 10 years in international financial services as a wealth manager, as well as running a team in Barcelona. Over this period he has built a solid reputation as a knowledgeable, trustworthy and reliable adviser to clients in Barcelona and all over Spain.

In his most recent position prior to joining Blacktower, David was a senior wealth manager for a major international financial services consultancy (2008 – 2015). 

Areas of Expertise

David specialises in holistic financial planning, especially in the areas concerning asset and portfolio management, tax efficiency, retirement planning and UK and international pensions.

Qualifications/Accreditations

  • International Wealth Manager through the Chartered Institute of Securities & Investments (2011)
  • Awards in Financial Planning (2008) and Pensions & Retirement through the Chartered Insurance Institute (2014)

Testimonials

"David is a proactive and professional advisor who would make a great addition to any team. Very close to his clients and reliable. I would highly recommend him."

Yoann Groleau - Division Director, Automotive, Infrastructure & Transportation at Altran España. January 17, 2013, Yoann was David's client

"David is a very professional and astute financial consultant. His proactive attitude and hard work ethic is something that all his colleagues should aspire to replicate, as it makes David a pleasure to work with and inspires confidence in his ability to get the job done efficiently."

Avi Shah - Business Cordinator at deVere Group. September 18, 2012, Avi worked with David at deVere Spain

"David has impressed me with his integrity, ability to empathise and assessment of the appetite for risk I am prepared to take on. This, combined with his knowledge of the markets and portfolio of products his team has access to, has provided me with sufficient confidence to manage funds for growth and long term peace of mind."

Julian Harland - Offshore Senior Sales Manager. July 30, 2012, Julian was David's client

"David has been my financial consulting expert in order to find better opportunities for retirement and medium term investment. He never pushed me to get a signature and he always presents a clear and honest view about risk and profits, offering a large range of products that he knows very well. But most of all, I would say David is a very pleasant person to talk with, not only about finance issues. "

Andrea D'Agostino - R&D and Food Innovation Expert. May 30, 2012, Andrea was David's client

 "David is a worthy addition to the financial services industry. His competence in three languages proves an invaluable asset with our international client base and his industry knowledge surpasses his years within it. His rise within the company is a direct result of his tenacity to expand on his knowledge and better serve his clients 

"I am glad to have worked with Dave, and would recommend him to any client or employer."

Michael Grieg Thomas - Filmmaker and Founder / A&R The 45s Club. October 8, 2012, Michael Greig worked directly with David at deVere Spain

 

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