David Shelton

David Shelton is head of IFA Business Planning at Scottish Widows with over 20 years of working in marketing and business development in the financial sector. For the last 10 years he has worked with a wide variety of IFAs specifically helping them deal with a range of business issues. These include strategic planning, designing service, effective marketing, managing people and implementing the treating customers fairly initiative. David' approach is highly practical, aimed at helping IFAs...See more