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.
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.
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.
To view the 2016 RCYC Sailing Trust Proposal, click here or to view an article from the latest RCYC Newsletter, click here
David can be contacted at our Falmouth Office on 01326 210904 or on his mobile which is 07515 507334.
‘David is always quick to respond to any queries and is professional and pleasant to deal with.’
‘David has been very supportive during this testing time following the death of my husband. Thank you.’
‘I feel very privileged to be a client of Vision and to have such an excellent and thoroughly professional adviser.’
‘Mr Coglan is always available to help with any questions I may have and puts everything into simple terms that I can understand. His advice is always welcomed.’
‘We have known David now for many years – He is always very professional, supportive and friendly. We have never felt rushed. He explains informative in great detail to ensure we make informed decisions. He has always been very committed to us as customers and we appreciate this very much. We also feel we are able to contact him at any time. Thank you David, very much.’