Simon Duncan
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Simon Duncan Email & Phone Number

Chartered Financial Planner at Partners Wealth Management at Partners Wealth Management
Location: Bath, England, United Kingdom 4 work roles 2 schools
1 work email found @partnerswealthmanagement.co.uk LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@partnerswealthmanagement.co.uk
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Chartered Financial Planner at Partners Wealth Management
Location
Bath, England, United Kingdom
Company size

Who is Simon Duncan? Overview

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Quick answer

Simon Duncan is listed as Chartered Financial Planner at Partners Wealth Management at Partners Wealth Management, a company with 78 employees, based in Bath, England, United Kingdom. AeroLeads shows a work email signal at partnerswealthmanagement.co.uk and a matched LinkedIn profile for Simon Duncan.

Simon Duncan previously worked as Chartered Financial Planner at Partners Wealth Management and Senior Financial Planner at Close Brothers. Simon Duncan holds Rics, Land Agent, Pass from Royal Agricultural University.

Company email context

Email format at Partners Wealth Management

This section adds company-level context without repeating Simon Duncan's masked contact details.

{first_initial}{last}@partnerswealthmanagement.co.uk
89% confidence

AeroLeads found 1 current-domain work email signal for Simon Duncan. Compare company email patterns before reaching out.

Profile bio

About Simon Duncan

Chartered Financial Planner25 years experience helping Private Clients and Business Owners / Directors achieve their Lifestyle Goals with Bespoke Financial Planning. My current passion is Rowing, last 5 years, Sculling and Sweep, volunteering at Bath Minerva Rowing Club. Mobile 07916000141.

Listed skills include Wealth Management.

Current workplace

Simon Duncan's current company

Company context helps verify the profile and gives searchers a useful next step.

Partners Wealth Management
Partners Wealth Management
Chartered Financial Planner at Partners Wealth Management
london, england, united kingdom
Employees
78
AeroLeads page
4 roles

Simon Duncan work experience

A career timeline built from the work history available for this profile.

Chartered Financial Planner

Current

Bath, England, United Kingdom

Chartered Independent Wealth Management, boutique IFAs, 40 advisers, approx £2.5 Billion under management, head office, London: 20 St Andrew Street, London, EC4A 3AG, office: 020 7444 4030, mobile: 07916 000 141

Apr 2021 - Present

Senior Financial Planner

Bristol, England, United Kingdom

May 2003 - Nov 2020

Senior Financial Planner Dipfa

Sep 1995 - Apr 2003

Rics

Chartered Surveyor Rics
Sep 1990 - Sep 1995
Team & coworkers

Colleagues at Partners Wealth Management

Other employees you can reach at partnerswealthmanagement.co.uk. View company contacts for 78 employees →

2 education records

Simon Duncan education

Education record

Millfield

Activities and Societies: Rugby, Captain Polo Team

FAQ

Frequently asked questions about Simon Duncan

Quick answers generated from the profile data available on this page.

What company does Simon Duncan work for?

Simon Duncan works for Partners Wealth Management.

What is Simon Duncan's role at Partners Wealth Management?

Simon Duncan is listed as Chartered Financial Planner at Partners Wealth Management at Partners Wealth Management.

What is Simon Duncan's email address?

AeroLeads has found 1 work email signal at @partnerswealthmanagement.co.uk for Simon Duncan at Partners Wealth Management.

Where is Simon Duncan based?

Simon Duncan is based in Bath, England, United Kingdom while working with Partners Wealth Management.

What companies has Simon Duncan worked for?

Simon Duncan has worked for Partners Wealth Management, Close Brothers, Chase De Vere, and Chartered Surveyor Rics.

Who are Simon Duncan's colleagues at Partners Wealth Management?

Simon Duncan's colleagues at Partners Wealth Management include Daniel R., Paul Cullis, Tim Martineau, Greg Young, and Tom Martin Dippfs.

How can I contact Simon Duncan?

You can use AeroLeads to view verified contact signals for Simon Duncan at Partners Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Simon Duncan attend?

Simon Duncan holds Rics, Land Agent, Pass from Royal Agricultural University.

What skills is Simon Duncan known for?

Simon Duncan is listed with skills including Wealth Management.

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