Duncan’s unique career journey and exceptional qualifications set him apart. With four degrees, plus a background as a Chartered accountant and an education lecturer, Duncan’s approach to financial planning is rooted in deep thinking and meaningful conversations.
Duncan has a genuine passion for getting into the finer details and takes the time to understand the very personal aspects of your finances and life that others might overlook.
Get to know Duncan
Being independent means we have the freedom to make the best decisions for you. It removes any conflicts of interest and allows us to search the whole of the market to find solutions that fit your needs and goals.
We’ve intentionally chosen to remain a small firm, strategically using technology to keep costs and overheads efficient, while maintaining a highly personalised service. We’re committed to continuing in this way.
Our approach is centred on thoughtful analysis, not off-the-cuff decisions. We take the time to talk about your financial needs, focusing on long-term goals rather than just pushing products.
Few financial planners have Duncan’s depth of academic, career, and personal experience. His first-hand understanding of intergenerational wealth preservation offers a unique perspective.
Our mission is to clear up any confusion. That means breaking down what financial planning is, why it’s valuable to you, and how it stands apart from the traditional financial advice approach you might already be familiar with.
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