Duncan is a highly qualified Wealth Manager being both a Chartered Financial Planner and Certified Financial Planner. Heading up the branch investment committee, Duncan holds the Investment Management Certificate and is authorised to manage investments for clients on a discretionary basis as well as provide financial planning.
With over 30 years in financial services, Duncan has seen most of what the financial world can throw at clients. His breadth of experience and reassuring demeanour has led to strong, long term relationships with clients, many of whom have been working with him for over 20 years.
Duncan works closely with a number of other professionals to deliver the required services to clients. Duncan coordinates other professional advisers, working together to deliver the strategies needed.
An example of what Duncan’s clients have to say:
“You have so much support because you are so professional – and caring – in what you do. For my part thank you, thank you, thank you for all you have done for us over the years – and latterly for being so good to me. Life would not have been the same without you.” – LG, Devon