David Battersby

Investment Manager

0113 467 1595


David joined the firm as a founding member in 2016 from Redmayne-Bentley. His career in the stock market started in 1987, initially as a dealer then investment advice, subsequently gaining expertise in investment trusts and now works with professionals and high net worth individuals to provide Discretionary Asset Management.

A Chartered Fellow of the Chartered Institute for Securities & Investment and President of the Manchester and District branch for two years, David manages bespoke portfolios across equities and bonds and specialises in investment in companies traded on the Alternative Investment Market that qualify for Business Property Relief allowing individuals to manage their inheritance tax planning. David is also a keen commentator in the national and regional media such as BBC, ITV and Reuters.

Outside work David indulges his passion for Amateur Dramatics and lives with his wife Helen in Garforth with a son taking A levels and a daughter at University. In addition he enjoys shooting whenever the opportunity arises.

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