David Tait

Associate

David joined the team in 2024 as an Associate, bringing over 25 years of experience in financial services. Beginning his career in 1998, David has held key positions at notable institutions such as Scottish Widows and the Bank of Scotland before transitioning into independent financial advice.

Known for his approachable style and ability to build lasting client relationships, David holds the LIBF Level 4 qualification and has specialised in UK pensions for much of his career, helping clients traverse the changing financial landscapes with tailored solutions.

In 2024, David joined his family in Sotogrande after selling his own business. The family has embraced the Costa del Sol lifestyle, particularly enjoying Sotogrande’s vibrant community, sunny climate, and year-round sports opportunities. David, a former Scotland representative at Junior and Veteran levels for table tennis, now enjoys playing tennis and padel in his spare time.

Based at the Marbella office and covering the Estepona, Sotogrande, and the Cadiz areas, David provides the highest standard of financial guidance to his clients.

David is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services Authority.

Office/s: Estepona | Marbella

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Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. Blevins Franks France SASU (BFF), is registered with ORIAS, registered number 07 027 475 to provide advice in France and other EU countries in line with its [IDD] passporting permissions, and authorised as ‘Conseil en Investissements Financiers’ and ‘Courtiers d’Assurance’ (register can be consulted on www.orias.fr). Member of ANACOFI-CIF. BFF’s registered office: 1 rue Pablo Neruda, 33140 Villenave d’Ornon – RCS BX 498 800 465 APE 6622Z. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier and L512-6 and 512-7 du Code des Assurances (assureur MMA). BFFM, BFWML, BFF and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML, BFF and BFFM for respective use in the EU and UK.

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