Duncan Financial Services Ltd

Independent Financial Adviser 35 Larcombe Road, Hampshire, Petersfield, GU32 3LS

First meeting at adviser's own cost

Response rating

10/10

10th September 2018

Financial planning can be complex at times; however, I have the ability to make clients feel engaged and comfortable.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Gordon Duncan APFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Advanced Diploma In Financial Planning (CII)

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

R01 - Financial Services, Regulation and Ethics (CII)

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

R02 - Investment Principles (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

R06 - Financial Planning Practice (CII)

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

CF1 - UK financial services, regulation & ethics (CII)

This exam accesses understanding of the financial services industry including regulation and legislation.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF5 - Integrated financial planning (CII)

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

Accreditations

What our clients say

Gordon understood our needs and ambitions and clearly explained all the steps to be taken and the most important thing is that Gordon is sensible, pragmatic and trusted to provide good sound advise.

Mr Kydd, West Sussex

Where to find us

35 Larcombe Road, Hampshire, Petersfield, GU32 3LS

About us

I started my own business having worked for NatWest for 32 years. I spent the last 18 years in Financial planning. I work with Vision Independent Financial Planning as they are a great company who assist in my administration and compliance.

I am passionate about developing and maintaining a relationship with clients based on trust, integrity and regular financial reviews.

I bring a wealth of knowledge and specialise in advising high net worth clients covering areas such as investments, pension planning, protection and inheritance tax planning. I can also help you review existing plans to enable you to meet your financial goals.

Our services

I believe in placing my clients at the centre of everything I do and this is achieved by having the freedom to spend as much time with each client as they need. As a truly Independent Adviser I have the ability to offer ‘whole of market’ advice (meaning not being restricted to a limited range of products or providers) which is fundamental to delivering the right solutions to my clients.

Compliance

I am an Appointed Representative of Vision Independent Financial Planning Ltd who are regulated and authorised by the Financial Conduct Authority (FCA). FCA number 487395.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Compliance

I am an Appointed Representative of Vision Independent Financial Planning Ltd who are regulated and authorised by the Financial Conduct Authority (FCA). FCA number 487395.

Contact options

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