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  11. Duncan Hall Financial Planning Services

Duncan Hall Financial Planning Services

Independent Financial Adviser 3rd Floor Rosemary House, North Road, Lancaster, Lancashire, LA1 1LU
FCA verified
18th February 2019
We specialise in developing long term relationship’s with our clients, most have been with us for over twenty years…
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Duncan Hall DipFA.
Ifa (Director)
Where to find us

3rd Floor Rosemary House, North Road, Lancaster, Lancashire, LA1 1LU

About us

The company has two directors, husband and wife Duncan and Tracey Hall who formed the company in March 1998.

Tracey takes care of the day to day running of the office in her role as Office Manager and Duncan is the Level 4 qualified Financial Adviser within the company who has over twenty eight year's experience within the financial services industry:

. (1984-86) Financial Adviser with Wesleyan & General Assurance Society.

. (1986-1995) Financial Adviser with Prudential Assurance Company.

. (1995-1998) Financial Adviser with Bradford & Bingley Building Society.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Duncan Hall Financial Planning Services is a trading style of J H Lowson & Company Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register/) under reference 582104

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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