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
FCA verified
18th February 2019
Financial planning can be complex at times; however, I have the ability to make clients feel engaged and comfortable.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Gordon Duncan APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
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

Contact us
About us

I started my own business Duncan Financial Services Ltd having worked for NatWest for 32 years. I spent the last 18 years in Financial planning. I am a member of the Vision Independent Financial Planning Network as they are a great company who assist in my administration and compliance.

At Duncan Financial Services Ltd we are passionate about developing and maintaining relationships with clients based on trust, integrity and regular financial reviews.
We 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. We can also help you review existing plans to enable you to meet your financial goals.

We believe in placing our clients at the centre of everything we 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 we 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.

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Compliance

Duncan Financial Services Ltd is Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference number: 487395. This can be verified by visiting The Financial Services Register.

The Financial Conduct Authority does not regulate Inheritance Tax Planning

Registered Office: 35 Larcombe Road, Petersfield, Hampshire GU32 3LS.
Tel

Registered in England and Wales. Registration number: 10331883

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