After deciding against a career in law (he has a degree in Jurisprudence from Oxford University), Duncan is now a Chartered Financial Planner with over 25 years’ experience as an IFA. Duncan joined PSFM in 2014 from Blacktower, where he was Financial Planning Director with a remit of working with professional connections, and where he developed a streamlined Trust Review Service. He is an Affiliate of the Society of Trust & Estate Practitioners (STEP), and particularly enjoys working with elderly clients and solicitors, advising on Inheritance Tax mitigation, investment restructuring in retirement, and Care Fees funding. Duncan lives by the Thames in SW London, where he has recently taken up dinghy racing with his wife and daughter.
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