Chartered Financial Planner
CurrentChartered 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
Please complete the CAPTCHA to continue
@partnerswealthmanagement.co.uk
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
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.
This section adds company-level context without repeating Simon Duncan's masked contact details.
AeroLeads found 1 current-domain work email signal for Simon Duncan. Compare company email patterns before reaching out.
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.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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
Other employees you can reach at partnerswealthmanagement.co.uk. View company contacts for 78 employees →
Daniel R.
Colleague at Partners Wealth ManagementUnited Kingdom, United Kingdom
View →
PC
Paul Cullis
Colleague at Partners Wealth ManagementAshingdon, England, United Kingdom, United Kingdom
View →
TM
Tim Martineau
Colleague at Partners Wealth ManagementLondon, England, United Kingdom, United Kingdom
View →
GY
Greg Young
Colleague at Partners Wealth ManagementBournemouth, England, United Kingdom, United Kingdom
View →
TM
Tom Martin Dippfs
Colleague at Partners Wealth ManagementCambridge, England, United Kingdom, United Kingdom
View →
PM
Paul Malins, Cfp™ Chartered Fcsi
Colleague at Partners Wealth ManagementGreater London, England, United Kingdom, United Kingdom
View →
AD
Adam Day
Colleague at Partners Wealth ManagementLondon, England, United Kingdom, United Kingdom
View →
RA
Richard Armitage
Colleague at Partners Wealth ManagementLondon, England, United Kingdom, United Kingdom
View →
BM
Brooke Malem
Colleague at Partners Wealth ManagementRochester, England, United Kingdom, United Kingdom
View →
EN
Esme Newton
Colleague at Partners Wealth ManagementChelmsford, England, United Kingdom, United Kingdom
View →
Activities and Societies: Rugby, Captain Polo Team
Quick answers generated from the profile data available on this page.
Simon Duncan works for Partners Wealth Management.
Simon Duncan is listed as Chartered Financial Planner at Partners Wealth Management at Partners Wealth Management.
AeroLeads has found 1 work email signal at @partnerswealthmanagement.co.uk for Simon Duncan at Partners Wealth Management.
Simon Duncan is based in Bath, England, United Kingdom while working with Partners Wealth Management.
Simon Duncan has worked for Partners Wealth Management, Close Brothers, Chase De Vere, and Chartered Surveyor Rics.
Simon Duncan's colleagues at Partners Wealth Management include Daniel R., Paul Cullis, Tim Martineau, Greg Young, and Tom Martin Dippfs.
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.
Simon Duncan holds Rics, Land Agent, Pass from Royal Agricultural University.
Simon Duncan is listed with skills including Wealth Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Simon Duncan you were looking for.