Professional connections

Financial planner & director

Duncan Butler-Wheelhouse

01483 917 311
Statement of Professional Standing FCA Register Qualifications

Qualifications

  • CertPFS (DM) Certificate in Discretionary Investment Management

    The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

  • Level 3 Award in Long Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

  • CF8 (Certificate in Financial Planning and Long-Term Care Insurance)

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

  • DipPFS (Diploma in Financial Planning)

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas. This diploma is made up of the following qualifications:

  • R01 (Financial Services, Regulation and Ethics)

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 (Investment Principles)

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 (Personal Taxation)

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 (Pensions and Retirement Planning)

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R05 (Financial Protection)

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R06 (Financial Planning Practice)

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

Duncan’s journey to founding Hoe Bridge Wealth

Duncan was born in South Africa and has lived in Sweden, the UK, and Chile. He qualified as a Chartered Accountant in the UK, and has also worked in organisational strategy and management, and as a history teacher and education lecturer.

As a financial planner, Duncan draws on his diverse career experiences to offer a very personal blend of strategic financial insight and macroeconomic expertise. He is dedicated to educating and guiding clients as they explore their options and tailor their financial plans to best support their individual goals and broader family needs.

A few of Duncan’s highlights

  • MA Comparative and International Education, Oxford University
  • MSc Development Management, London School of Economics
  • MA Modern History and Politics, Oxford University
  • PGCE, University of Witwatersrand

Reads worth your bookmark

As an avid reader, Duncan has shared three books that can transform your outlook on life.

The Psychology of Money by Morgan Housel

“A brilliant insight into what we value, and how our unique experiences shape our outlook on personal finance and investments.”

Time to Think by Nancy Kline

“It’s incredible how different a conversation becomes when you can help people to probe and express what’s really on their mind (and identify what’s holding them back).”

Factfulness by Hans Rosling

“Only when we have accurate data on the progress we've made, can we realise how often the media negatively affects our perspective on ourselves and global society.”

Duncan’s life after office hours

Duncan is a self-confessed sports nut with a love for basketball, golf, tennis, fitness training, and surfing. He is also a devoted rugby union fan and has refereed at a high level for more than 10 seasons. Another great love is travel, not only to experience different landscapes and food but to visit friends around the world.

Duncan values time with his wife and three children, loves to read, and is committed to physical and mental wellbeing. He regularly meets up with friends to discuss topical and personal issues, and fundraises for Movember each year.

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    Hoe Bridge Wealth Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Hoe Bridge Wealth Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference number 1018974.

    The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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    – Hoe Bridge Wealth Ltd – Companies House Registration No: 15874789. Registered in England and Wales. Registered address: Steward House, 14 Commercial Way, Woking, GU21 6ET.

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