About Duncan

Duncan is an independent financial planner based in Woking and London, combining a unique blend of expertise as a qualified Chartered Accountant and former university lecturer. His passion for the finer details shines through in every aspect of his service, ensuring that each client receives tailored advice that truly fits their needs.

Whether you’re an individual, a family, a business owner, approaching retirement, or looking to plan across generations, Duncan’s personable approach and strategic clarity will help you confidently navigate your future.