Photo of David Dougan David Dougan, Chartered Financial Planner.

Profile - David Dougan, APFS.

David is a Chartered Financial Planner, with over 25 years experience in financial services. He began his career with one of the UK's leading life assurance and pensions companies, during which time, as a Senior Broker Consultant, his role was to advise Independent Financial Advisers (IFAs) on technical matters relating to pensions and investments.

In 1994, he moved on to become a financial adviser, specialising in retirement planning and investment management. Since then, David has gained a wealth of knowledge and experience, advising both individual and corporate clients on how best to achieve their financial goals.

David has always recognised the importance of ongoing study and training in this constantly changing industry. The many specialist courses he has attended over the years have resulted in numerous diplomas and certificates. These range from the basic Financial Planning Certificate, in 1990, to the Advanced Diploma in Financial Planning (APFS). It is this final qualification, through the CII Chartered Insurance Institute, that leads to Chartered Status - and the use of the title "Chartered Financial Planner".

He also holds an Investment Management Certificate (IMC), obtained through the CFA UK. Chartered Financial Analysts Society of the UK

To see the range of David's qualifications and specialist subject certificates and diplomas, click here.

David Dougan Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA number: 734887.