For this week’s blog we sit down with our very own David McGovern, who has over 35 years experience in the industry…


How long have you been in Financial services for?

I joined the industry in 1984 with Clerical Medical and worked in London for 10 years specialising in Pensions and Inheritance Tax.  Moved to Bristol as International Specialist in 1995 and ran the International Team in the UK. Moved to Canada Life International in 2002 and ended up as Director of Sales for Canada Life. It does not seem that long but I have been involved in all aspects of the business for 35 years so still a youngster!


How would you describe your approach to financial planning?

All encompassing . Its very difficult to advise on one aspect of someones financial plan without impacting on other areas. I ask a lot of questions not just about the clients objectives but what they wish for their family so the investments can be positioned with this in mind.

The client has to feel comfortable with what we are recommending with their end goal in mind and tax is just as important as the investment strategy.

Its great if the journey is fun in what is a serious subject.


Where do you see yourself in 10 years’ time?

Continuing to work with my clients to maximise the opportunities that changes in legislation offer and maintain their financial objectives in line with their end goal. It excites me.


Now whilst we know about Dave “the Adviser”, we introduce three different questions aimed at finding out more about David McGovern – there may be a few things you may or may not already know…


If you and 3 people were stuck on a desert island, who would you chose and why? 

Peter Kay – he makes me laugh.

Lady Gaga – Hard working ,strong women with a great voice.

Nathan Outlaw – enjoys a beer and one of best fish chefs in UK which may be handy on a desert island.


Where’s the best place you have visited and where is the one place that you would like to visit?

So many places are memorable from Venice to Primate Cathedral of Saint Mary of Toledo , Rome , Sky Train in Cairns but Sagrada Familia in Barcelona is magical as is the Minack Theatre at Porthcurno. Difficult choose between these two.

Place I would like to visit is America and play Pebble Beach which is one of the most stunning golf courses in the world.


What’s your favourite film?

Series of Bourne Films as never get bored of watching them. Many films have now adopted their techniques for close up action.

Only just beats West Side Story !


If you would like to speak to David, please do not hesitate to email him on –

Independent Financial Planner, David McGovern, DipPFS