We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.
Our experts work to invest your assets in the right way to help you achieve your financial goals.
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.
