Duncan Wilson Email & Phone Number

London, United Kingdom

As an independent financial planner, creating and enhancing lifetime strategies for clients is a key part to what I do. Through a combination of Lifetime Wealth Modeling, tax optimisation and investment acumen, I pride myself on assisting clients be able to articulate what they want to achieve in life and understand how the arrangements they have working towards this.At Partners Wealth Management, not only is the team market leading, but the technology used to help clients visualise their lifetime strategy and make informed decisions to take control of their overall wealth position is second to none.I and my colleagues are recognised by peers and those that introduce clients (see some of the awards below) as being highly skilled within the following arenas:• Cash Flow Modelling• Financial Planning• Pension and Retirement Planning• Income Tax Planning• Inheritance Tax Planning• Investment Management• Business planningWe treat you as an individual and give you the time and environment to explore what is important to you. We believe that it is only when we know what is important to you can we put in place a financial plan to achieve your life's goals and ambitions.We consistently win industry accolades for our service and proposition, including being recognised as a "Top 25 Financial Planning Company" by thewealthnet for 9 consecutive years from 2010-2018, awarded with the Gold Standard for Independent Financial Advice by Investment Week (2018), and we have recently been confirmed as the largest independent financial adviser within the New Model Adviser top 100 advice firms in 2018.

City Of London Office

The Private Client Team offers a truly bespoke approach to managing wealth.Our strategy is to bring together your financial aspirations, concerns and responsibilities and give you as much help as is needed.Our Private Client service is unique in offering a joined up service, which takes into account all of your needs and is co-ordinated by one adviser, under one roof.The Price Bailey Private Client service involves:• Cash Flow Modelling• Financial Planning• Pension and Retirement Planning• Income Tax Planning• Inheritance Tax Planing• Investment ManagementWe believe that our "one-stop shop" approach is a truly bespoke service from one of the leading firms of independent chartered accountants and wealth managers. We have been providing tax and financial advice for over 75 years, and firmly believe we can exceed your expectations with a brand new approach to managing wealth.

London, United Kingdom

An independent, Chartered firm of fee based financial planners offering pensions and investment advice and solutions to private clients.

London, United Kingdom

Comprehensive holistic planning advice and implementation of this in the most efficient manner.Typical clients are sourced via existing IM database through solicitor and accountancy contacts in the private client space including divorce, tax planning, inheritance tax planning, retirement income planning etc

London, United Kingdom

Providing bespoke holistic planning advice to clients of Brewin Dolphin to add a full value service to them.

Tunbridge Wells And London

Senior Consultant for Baker Tilly Financial Services which was bought by Towry Law in 2007, at which point I became a Wealth Adviser. Main duties included running the financial planning operation from the Tunbridge Wells Office of Baker Tilly and providing bespoke financial planning solutions for clients of the practice and professional connections

Tunbridge Wells

Providing financial planning, investments, pensions and inheritance tax advice to clients - predominantly working alongside the partners of Baker Tilly and their clients.

Chatham

The main part of this role was to be a technical resource at the end of a telephone to assist advisers when they had issues and questions that were beyond their own expertise.In addition to this I handled all investment performance issues, and the more complex endowment policy complaints and was key to writing the company's technical product guide and procedures manual.

Education record

Education record