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

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

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

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.

CF5 - Integrated financial planning (CII)

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

CF4 - Retirement Planning (CII)

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

CF3 - Financial Protection (CII)

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

CF2 - Investment and Risk (CII)

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

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

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

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

R07 - Certificate in Advanced Mortgage Advice

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

R06 - Financial Planning Practice (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

R02 - Investment Principles (CII)

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

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.

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.

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.

AF5 - Financial Planning Process (CII)

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

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.

AF3 - Pension Planning (CII)

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

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.

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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 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.

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

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)

£250,000

Minimum pension value

£100,000

Compliance

Contact options

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