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Duncan Wilson is listed as Partner at Partners Wealth Management | IFA | Chartered Financial Planner | Pensions | Inheritance Tax | Investment at Partners Wealth Management, a company with 78 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at partnerswealthmanagement.co.uk and a matched LinkedIn profile for Duncan Wilson.
Duncan Wilson previously worked as Partner at Partners Wealth Management and Private Client Manager at Price Bailey Llp. Duncan Wilson studied at Chatham Grammar School For Boys.
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As a Chartered Financial Planner with over 20 years of experience at the highest level, I have a clear vision of what financial planning should really look like. As a result, my clients are able to articulate what they want to achieve in their life, and how their financial arrangements contribute to this. I aspire to be a “trusted adviser” for my clients by working in conjunction with their other professional advisers (tax, legal and accounting) to deliver a joined up approach to their affairs. Joining Partners Wealth has enabled me to do this in a way that is fully independent via a proposition that is market leading with cutting edge technology that clients can access. The clients I advise have differing backgrounds and experience, and are at all life stages from those accumulating wealth to those in retirement focused on estate planning. I treat every client I work with as an individual, and give them the time and safe environment to explore what is important to them. It is only when I understand this that an effective financial plan can be put into place.My clients find this approach genuinely exciting, as it allows them to understand their finances in level of accessibility that is completely refreshing and in a way that is easily digestible. This level of freedom and expertise brings a wealth of benefits to clients, and is something that is different from our peers and other Independent Financial Advisers (IFA) you might have met. My specialties include: • Lifetime Wealth Modelling• Tax Optimisation• Pension and Retirement Planning• Inheritance Tax (IHT) and Estate Planning • Income Tax planning• Trust advice• Investment Advice• Investment Consultancy• Personal and Business ProtectionI provide a truly personalised service with one goal in mind - the best result for you.dwilson@partnerswealthmanagement.co.uk020 7444 4066
Listed skills include Pensions, Inheritance Tax Planning, Financial Services, Financial Advisory, and 46 others.
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London, United Kingdom
City Of London Office
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.
Other employees you can reach at partnerswealthmanagement.co.uk. View company contacts for 78 employees →
William Davies Dippfs
Colleague at Partners Wealth ManagementGreater London, England, United Kingdom, United Kingdom
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Paul Cullis
Colleague at Partners Wealth ManagementAshingdon, England, United Kingdom, United Kingdom
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David Stoll
Colleague at Partners Wealth ManagementLondon, England, United Kingdom, United Kingdom
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David Killingley
Colleague at Partners Wealth ManagementGreater London, England, United Kingdom, United Kingdom
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John Mullally Fcsi
Colleague at Partners Wealth ManagementLondon, England, United Kingdom, United Kingdom
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David Hutchinson Apfs
Colleague at Partners Wealth ManagementUnited Kingdom, United Kingdom
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Simon Duncan
Colleague at Partners Wealth ManagementBath, England, United Kingdom, United Kingdom
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Paul Gubby
Colleague at Partners Wealth ManagementKent, England, United Kingdom, United Kingdom
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Bruce Dodd
Colleague at Partners Wealth ManagementEpsom, England, United Kingdom, United Kingdom
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Andrew Tustin Cmap, Dip Fa
Colleague at Partners Wealth ManagementGreater London, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Duncan Wilson works for Partners Wealth Management.
Duncan Wilson is listed as Partner at Partners Wealth Management | IFA | Chartered Financial Planner | Pensions | Inheritance Tax | Investment at Partners Wealth Management.
AeroLeads has found 1 work email signal at @partnerswealthmanagement.co.uk for Duncan Wilson at Partners Wealth Management.
Duncan Wilson is based in London, England, United Kingdom while working with Partners Wealth Management.
Duncan Wilson has worked for Partners Wealth Management, Price Bailey Llp, Broadstone Pensions And Investments, Vestra Wealth Llp, and Brewin Dolphin.
Duncan Wilson's colleagues at Partners Wealth Management include William Davies Dippfs, Paul Cullis, David Stoll, David Killingley, and John Mullally Fcsi.
You can use AeroLeads to view verified contact signals for Duncan Wilson at Partners Wealth Management, including work email, phone, and LinkedIn data when available.
Duncan Wilson studied at Chatham Grammar School For Boys.
Duncan Wilson is listed with skills including Pensions, Inheritance Tax Planning, Financial Services, Financial Advisory, Financial Planning, Retirement Planning, Investment Strategies, and Investments.
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