David Bowern

Partner | San Pedro, Estepona, Cádiz, Huelva, Ayamonte

David was educated in Epsom, England, and in Canada, at the University of New Brunswick and Dalhousie University. Following university, he joined Merrill Lynch Royal Securities and qualified with the Canadian Securities Institute and US Exchanges. He is also a past member of the Toronto Real Estate Board.

David holds the Diploma for Financial Advisers (DipFA) and is a member of the London Institute of Banking and Finance (LIBF).

In 1995, David returned to the UK to work for a national firm of independent financial advisers. He joined Blevins Franks in 2000, opening an office at the Sotogrande Marina before relocating to its current premises in Estepona in 2008.

David’s extensive experience in international finance and financial planning places him in a unique position to provide a personalised ‘private office’ experience to high net worth individuals and wealthy families across borders.

In Estepona, David is supported by an in-house team of tax specialists and client services officers based in our London and Malta offices.

Away from the office, David and his wife, Jane, enjoy the relaxed way of life Spain has to offer.

David is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services AuthorityHe is a member of the London Institute of Banking and Finance (LIBF).

Office/s:  Estepona

Have a General Enquiry?

Get in touch
Expand Form