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David Hedgcombe
Executive Assistant

“I have a long work history in Investment Administration, in ISAs and Unit Trusts with Aviva and in Employee Share Plans, with Capita and Link Market Services. I have held a variety of roles, including supervision of a team responsible for large value Share Purchases for employees of our Client Companies and work improving processes and systems as a Consultant in the Quality Assurance Team.”

Get to know David

As Executive Assistant to the Business Manager, my role is extremely varied and includes projects to improve processes and help the business move forwards as technology advances and day-to-day tasks that ensure that the business runs smoothly behind the scenes. In just one morning I could be working on one of our newsletters, preparing Management Information for the business, booking the meeting rooms for our next training day for and then researching how Wealth Matters can take advantage of new technology.

In my spare time I am a season ticket holder at Crystal Palace Football Club and I am regularly to be found attending Prog Rock and Metal gigs and festivals small and large, across the country and beyond. Prior to joining Wealth Matters I seized the opportunity to take a 15-month career break to travel the world extensively, from Europe to Australia, Japan to North and South America and Antarctica. My favourite destinations were New Zealand, the Falkland Islands, Antarctica and the Canadian Rockies. During our travels, I proposed to my wife as our cruise ship was leaving Antarctica and married her on the beach in Melbourne, Australia.

Qualifications
  • BA (Hons) Business Studies (University of Greenwich)
  • CISI Investment Administration Qualification (IAQ)
  • ICSA Certificate in Company Secretarial Practice and Share Registration Practice

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Wealth Matters | Financial Planners in the Home Counties
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