Chartered Financial Planner · CFP® Professional
Helping people plan the retirement they’ve worked for.
I’m David Hearne, a Chartered Financial Planner and Independent Financial Adviser. I mostly work with people born in the 1960s who are turning pensions, investments or the sale of a business into a plan for the years ahead.
What I do
Three places you’ll find my work, each with a different job to do.
Advice
Financial Planning Partners
My day job. A Chartered Financial Planning firm with offices in Crowthorne and Egham. If you’re looking for advice, this is the place to start.
Visit wealth.co.uk →Blog
dontdelay
My blog. Thoughts and ideas on retirement, pensions, tax and long-term investing.
Read dontdelay.co.uk →Stories
For the Long Run
Real people. Long runs. Longer plans. Stories that bring together running and long-term financial planning.
for the miles ahead, for the years ahead
Visit forthelongrun.co.uk →About
I’ve spent my career helping people make sense of their money. Before joining Financial Planning Partners I worked at Satis Asset Management and HSBC.
My approach is evidence-based: low-cost, globally diversified portfolios, careful tax planning, and cashflow modelling that shows clients what their decisions mean for the life they want to lead.
Away from the desk I’m usually out on a long run, ultramarathons included. Running and planning have more in common than you might think: both reward patience, pacing and a clear sense of where you’re heading.
Qualifications
CFP® Professional
Certified Financial Planner
Chartered Financial Planner
Chartered Insurance Institute
Chartered Wealth Manager
Chartered Institute for Securities & Investment
FCSI
Chartered Fellow, Chartered Institute for Securities & Investment
FPFS
Fellow of the Personal Finance Society
Awards
Winner · 2022
CFP Professional of the Year
CISI Financial Planning Awards, presented by the Chartered Institute for Securities & Investment.
In the news
- CISI, Oct 2022 – Winners of CISI Financial Planning Awards 2022 revealed
- Financial Planning Today, Oct 2022 – CISI reveals winners of Financial Planning Awards
- FTAdviser – CISI names this year’s financial planning award winners
- IFA Magazine, Aug 2022 – Shortlist announced: CISI Financial Planning Awards 2022
- CISI, Sep 2019 – First to pass the new advanced financial planning exam
- Financial Planning Today, Sep 2019 – CISI reveals first 3 to pass new Financial Planning exam
Media & speaking
I’m happy to comment for press, join podcasts and speak on panels at events on retirement planning, pensions and long-term investing.
- Financial Times – Planning your retirement? ChatGPT can help with that
- Financial Times – A mid-life inheritance: handling a painful windfall
- Financial Times – Best of FT Money 2021: The million pound pension problem
Get in touch
For media and speaking enquiries, email david@davidhearne.co.uk. If you’d like financial advice, please contact Financial Planning Partners through wealth.co.uk.
