David Colquhoun
David has over 42 years’ experience in financial services with over 32 years as a Financial Adviser bringing a wealth of Knowledge to provide value to his clients and the wider Corporate & business base.
David has:
- Experience in all core advice areas, as well as specialism in retirement planning, wealth, and corporate services
- Occupational pension transfer specialist PETR. LIBF
- Achieved Diploma in Financial Advice (DipFA)
- Is a member of London institute of Banking & Finance LIBF.
- Worked across all client areas and specialises with – {private clients, corporate clients, SME, lawyers}
- Built a solid network of clients by providing advice and high-quality service to local people / business owners / people starting on the property ladder / clients in the mid stage of working life / people coming up to retirement wanting to maximise their standard of living.
- Has a network of specially selected experts to support all your advice needs.
Specific Skills:
- Investment and pre-retirement planning
- Near and post retirement planning
- Inheritance taxation
- Business support and protection
- Investment Management
Hobbies
- Keen golfer
- Keeping fit and healthy
- Regular holidays with family
Transferring out of a final salary pension is unlikely to be in the best interests of most people.
The Financial Conduct Authority do not regulate inheritance tax planning.
