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We pride ourselves on being a family run business and our clients therefore find it easier to identify with us than with many of the larger multinational financial services companies. The day to day running of the business is carried out by Derek who is responsible for the Financial Advice and his wife Marcella who is the administrator.
Moorlands Financial Services was set up in December 2008. It was at that time that our Managing Director and senior adviser, Colin J Braceland, decided that the only way to look after his client’s financial well being was to be truly independent.
We all have financial needs and finding an affordable solution to meeting those needs is an area that many people seek advice upon. At Financial Independent Solutions Ltd we look to provide you with professional and impartial advice. We always look to find solutions for your current and future needs that work throughout the many different stages of your life.
David Dougan Financial Services Ltd is authorised and regulated by the Financial Conduct Authority as an Independent Financial Adviser (IFA). As such, we provide genuinely independent and unbiased financial advice on matters including pension arrangements, investments, life assurance and general financial planning - for individuals, partnerships and companies.
Our business is based on the sound principles of trust, integrity and a genuine desire to add value to the lives of our clients. We strive to develop lifetime relationships with them so that they enjoy a successful financial management experience.
