David Hastie

I started work in financial services in 1982 with the Bank of Scotland followed by periods with two pension companies NPI and Scottish Amicable ,I set up my own wealth management firm of financial advisers in 1996 Stewart Hastie Asset Management Ltd and joined True Potential in 2021.

With over 25 years experience as a wealth adviser, I am a dedicated and trustworthy adviser now looking after 2nd generation of client families and businesses, I aim to build strong personal client-first relationships built on integrity clarity and consistency in results, ensuring clients stay on track to meet their goals and objectives giving the client the peace of mind they deserve...

I put the client first at all times, creating bespoke financial plans, making complex legislation become simple and ensuring I prioritise their goals and build plans that are both comprehensive and flexible enough to evolve with life's changes.

I specialise in wealth accumulation and retirement income planning as well as estate preservation. I believe effective financial planning begins with trust and my deep commitment to every clients financial wellbeing.

My son Rory has recently joined my firm ensuring my clients will have personal financial advice for decades to come offering my clients assurance they will always receive face to face and personal advice in a new world of AI.

I look forward to meeting you in person and assure you we will have a mutually beneficial personal relationship.

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