Punter Southall Financial Management
Senior Financial Planner
After completing his law degree at Oxford University, and a brief but almost equally educational spell as a forklift truck-driver at a North Yorkshire coalmine, Duncan’s career naturally progressed into Financial Planning in which he has spent over 25 years. Duncan joined us in 2014 when PSFM acquired the Surrey IFA where has was Financial Planning Director. He has always worked closely with solicitors, and in his previous role developed a streamlined Trust Review Service for their clients.
Duncan is a Chartered Financial Planner, an Affiliate of the Society of Trust & Estate Practitioners (STEP), and sits on the committee of Surrey STEP, as well as on PSFM’s internal Technical Committee. He looks after a varied portfolio of private and trust clients, with particular experience working with elderly clients and their families and solicitors, advising on Inheritance Tax mitigation, investment restructuring in retirement, and Care Fees planning.
Duncan lives by the Thames in SW London, where he enjoys dinghy racing with his wife and daughter.