David Dougan Financial Services Ltd

Independent Financial Adviser  Barncluith Business Centre, Hamilton, Lanarkshire, ML3 7LA
First meeting at adviser's own cost
I specialise in Pensions and Retirement Planning - including Flexible Drawdown and annuities. Please call me to make an enquiry, and to find out how we can help you.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Corporate pension
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Group Pension/Stakeholder
Response rating
10/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
David Dougan APFS
Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
About us

We specialise in Pensions and investment advice. We have over 25 years experience as an Independent Financial Adviser. Your adviser is highly qualified - and will take time to explain things to you, so that you will be confident about any decisions that you have to make.
We are here to help you with your pension arrangements - including Flexible Drawdown and annuities - as well as investments and life assurance.

Call us, on Hamilton 423440.

Our services

We help our clients get the most out of their pension plans, with over 25 years of pensions and investment experience.
Many of our clients come to us as they approach retirement when they have important decisions to make. At this time, expert advice is crucial.

Whether you are ready to take your benefits or are still planning ahead, we have the expertise to help you make the right decisions.

Where to find us
Head office address: Barncluith Business Centre, Townhead Street, Hamilton, Lanarkshire, ML3 7DP
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 28th September 2020

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