FPFS Chartered Financial Planner
Gordon has been providing Financial Advice for over 20 years and before joining the Vision team enjoyed a successful and rewarding career within NatWest, lasting 32 years. After working hard over the past few years Gordon is really pleased and proud to have achieved the prestigious Advanced Diploma with the Personal Finance Society becoming a Chartered Financial Planner and a Fellow of the institute.
He is passionate about developing and maintaining a relationship with clients based on trust, integrity and regular financial reviews. Financial planning can be complex at times; however, Gordon has the ability to make clients feel engaged and comfortable, through explaining things in a clear and concise way.
Gordon believes in placing his clients at the centre of everything he does, and this is achieved by having the freedom to spend as much time with each client as they need. As a truly Independent Adviser he has the ability to offer ‘whole of market’ advice (meaning not being restricted to a limited range of products or providers) which is fundamental to delivering the right solutions to his clients.
He brings a wealth of knowledge and specialises in advising high net worth clients covering areas such as investments, pension planning, protection and inheritance tax planning. He can also help you review existing plans to enable you to meet your financial goals.
Gordon is married, with two grown up children and enjoys spending time walking and mountain biking.
Gordon can be contacted by phone on 07881 020609 or via email
Duncan Financial Services Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register by clicking here.
Vision Independent Financial Planning Ltd Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Registered in England & Wales No.6650476
Duncan Financial Services Ltd registered office: 35 Larcombe Road, Petersfield, Hampshire, United Kingdom, GU32 3LS Registered in England and Wales No. 10331883
The guidance or information contained within this website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Wills, Tax and Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts and Mortgages.