MDFPS Planners

David is a CERTIFIED FINANCIAL PLANNER, Chartered Wealth Manager, and has a wealth of experience advising clients regarding their financial planning. Furthermore, he can provide financial advice that is specific to medical and dental professionals, including NHS/University Pension Schemes, Lifetime Allowance and GP Locum Insurance.

He is a part-time associate on the University of Dundee's Post Graduate Diploma in Professional Legal Practice.

Along with specialist Chartered Insurance Institute (CII) qualifications in Retirement & Pension Transfer Planning and Investment Planning, David holds a degree in BSc in Mathematical Science. David is married with two children and when time permits he enjoys spending time cycling and hillwalking.

Words of advice: ‘financial planning is a journey through life’

Rob joined the business in 2015, working from an office in Londonderry, and has more than 20 years’ experience dealing with Medical and Dental professionals.

The majority of Rob’s clients are based in Northern Ireland and Rob is committed in providing a first-class service in this ever-changing world of finance. His role is to advise clients to assist them in achieving their financial objectives, and it’s the opportunities for client meetings and personally tailored advice that Rob finds most satisfying in the role as an IFA.

Rob has worked in financial services since 1990, working such well-known names as Standard Life, TSB and BMA Services. Originally from Cambridge, he was the only manager at BMA Services to live in Northern Ireland, and was also self-employed for almost 10 years. He is Chartered (AdvDipFA) also holds Pension Transfer qualifications.

Outside of work, Rob interests are mainly sport related which involves sponsorship of a local football team as well as spending time with his family.

Word of advice: “Do what you are comfortable with”

Jim is a financial advice professional with over 35 years of experience in the industry. He has worked across the U.K. with many well-known brands such as L&G, M&G, Scottish Widows and HSBC.

Joining MDFPS has given him the opportunity to bring his experience closer to his hometown of Dundee and the surrounding area. Jim believes that understanding his clients’ needs and goals fully helps him in guiding them to the best outcomes, so getting to know people is what he enjoys most.

Jim holds a Diploma in Financial Advice, DipFA from the LIBF and a Certificate in Mortgage Advice and Practice, CeMAP.

In his free time, he enjoys painting and drawing along with cooking. He is married with one son.