I am David Inglis at Inglis Financial Advice. I have many years’ experience providing practical financial planning advice to people, families and businesses in Scotland and the surrounding Perthshire area.
I spent my first 10 years in the financial services industry with the Home services company Pearl assurance. I then worked for a national Independent Financial Adviser company, specialising in Company pension Schemes. I then set up my own Indendent Financial Adviser company in the Scottish Borders town of Jedburgh. I have now expanded and have my main office in Comrie, where myself and family live.
I provide Independent advice across a wide range of services including investments, savings, pensions and protection. I am committed to putting clients at the heart of everything I do and to developing long-term relationships with my clients. This is achieved by ensuring that I understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Inglis Financial Advice, I pride myself on the friendly and approachable nature of my advice process and on playing an integral part of the local community.
My aim in life is to enjoy everything I do and to never take anything for granted. In my spare time I have a passion for Triathlon. In 2018 my sporting highlights were completing Ironman 70.3 Stafforshire and the Ironman 70.3 Whistler race in Canada.