He is a Chartered Financial Planner and became authorised to provide financial advice in January 2016. In addition to being part of one of the advisory teams and advising clients on their long-term financial planning, Duncan has recently joined Saunderson House’s in-house Technical Research Team.
Duncan enjoys helping clients formulate a strategy for their retirement, helping them understand how their needs can be met from their assets and demonstrating how different tax allowances can be used to help them meet their objectives, as well as passing on any surplus assets to future generations.
Outside of work Duncan is a keen fan of rugby, golf and football and enjoys travelling.
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