Our Team
David Coglan
BA(Hons) Dip PFS
Associate Director
Independent Financial Adviser
During his 19 years with HSBC David helped set up the independent financial advice service for the bank in Cornwall.
In a rapidly changing world there is a need for understanding, and a perspective that creates opportunity for investors. However, some things will never change as a recipe for success - putting the client first, good communication, risk management, solutions relevant to the client's circumstances needs and objectives, building long-term relationships of trust and loyalty.
An adviser since 1984 he was delighted to join his colleagues at Vision in 2010. In 2012 he is proud to be the founding sponsor of the Vision LillyFreya Royal Cornwall Yacht Club Summer Race Series and the Vision LillyFreya Youth Fund with the aim of encouraging young people to develop their sailing skills.
David believes in delivering the highest level of service to clients and meeting their financial planning needs with a truly independent and thoughtful view gained from many years of practical experience.
Latest News
- Directors meet Top Fund ManagerRoger and Paul - Managing Directors, along with the team at Vision were priviledged to meet with one of the UK's leading fund managers Richard Buxton.READ MORE
- In Partnership with The Money RangeAs we step into 2012, Vision has partnered up with The Money Range to work together in offering a savings and investment independent financial advice service.READ MORE
- Shortlisted for Best NetworkAs an independent financial advice firm with a growing team of advisers, Vision has been shortlisted for best network by Money Marketing Financial Services.READ MORE
