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David Hogan Financial planning

David Hogan

Financial planning

Areas of expertise

David specialises in:

Cash flow forecasting.

Investment planning

Helping clients navigate complex pension legislation and understanding the legacy benefits pensions offer

Annual Allowance and Lifetime Allowance considerations.

Pension Transfer Specialist, advising clients around the suitability of retaining or potentially transferring Final Salary pensions.

Inheritance tax planning, estate planning and inter-generational planning.

Working with businesses to protect their businesses with continuity planning and advising clients with regard to efficient exit strategy planning.

Advising clients in the Tax Advantaged market such as BPR, AIM, EIS, VCT


I have worked in the industry since 2006 having graduated from Hull University with a degree in Economics and I have been advising clients since 2013.

Notable client work and achievements

I achieved Chartered and Fellow status in 2012.

Professional qualifications and memberships

Fellow of the Personal Finance Society (FPFS)

Advanced Diploma in Financial Planning - Chartered Financial Planner

Diploma in Financial Planning

Certificate in Financial Planning

Certificate in Life and Pensions

Certificate in Equity Release

Certificate in Financial Planning and Long Term Care Insurance

Certificate in Insurance

Certificate in Mortgage Advice

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