Duncan Financial Services Ltd

Independent Financial Adviser  35 Larcombe Road, Hampshire, Petersfield, GU32 3LS
First meeting at adviser's own cost
Financial planning can be complex at times; however, I have the ability to make clients feel engaged and comfortable. At Duncan Financial Services Ltd we are passionate about developing and maintaining relationships with clients based on trust, integrity
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Gordon Duncan FPFS
Chartered Financial Planner

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

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

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

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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.

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

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

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

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

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

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

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

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

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

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.

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.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

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.

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

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

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

Accreditations
Chartered Financial Planner
What our clients say
Gordon has a calmness about him which provides a good level of confidence, he is chartered and acts with care, responsibility and patience advising on all aspects of financial matters including but not limited to Grand children savings and investments, investments, tax benefits and death and inheritance. He has provided us with trouble free and I believe good advice.
Mr Kydd, West Sussex
About us

I started my own business Duncan Financial Services Ltd having worked for NatWest for 32 years. I spent the last 20 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.

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.

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.

Our services

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.

Where to find us
Head office address: 35 Larcombe Road, Hampshire, Petersfield, GU32 3LS
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

The Financial Conduct Authority does not regulate Estate Planning or Trusts

Response rating
10/10
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FCA authorised
Last authorised 16th November 2020

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