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’

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.

Allan joined MDFPS in 2024 with over 20 years’ experience in financial services.  He worked for a number of pension providers including Scottish Widows, Alliance Trust and XPS before switching sides to become a financial planner.

Allan really enjoys getting to know his clients and helping them to develop a financial plan to see them up to retirement and beyond.

Allan holds the Diploma in Regulated Financial Advice from the CII and is a Certificate Member of the Society of Mortgage Professionals.

Away from work, Allan is married with two children and two dogs which accounts for most of his time.  He is a season ticket holder at Raith Rovers and goes regularly with his son.  He is also a member of his local bowling club and has managed to convince his wife to start playing too.