Duncan Forbes

Duncan is a Chartered Financial Planner and a Certified Financial Planner™. His approach seeks to help clients achieve their own financial goals and lifestyle aspirations, through the creation and implementation of a tailored financial plan.

 

Duncan's ‘Financial Economics’ academic background drives his passion for evidence-based investment-planning strategies, to manage risk and enhance returns.

 

As a Director of Trident, Duncan’s primary board responsibilities are to design and drive our company strategy and chair the investment committee.

 

Duncan splits his time between our Wokingham and North Berwick offices. He is married with two children. Outside of work, Duncan 'endures' running and cycling to keep fit, but it is golf and socialising with friends that he really enjoys.

Duncan Forbes of Trident Financial Planning

Director

Chartered Financial Planner

MA(Hons) ACII APFS AIFP CFP™

0118 907 3282 

 

duncan@tridentfp.co.uk 

The Rest Of The Team

Vince Reeves - Photo Aug 2019.jpg

Director

Sam Williams - Photo Aug 2019.jpg

Financial Planner

Tom Lush - Photo Aug 2019.jpg

Operations Manager & Paraplanner

Vikki Kempson of Trident Finacial Planning

Administrator

Kimberly Flanders of Trident Financial Planning

Administrator

Janet Garatt of Trident Financial Planning

Administrator

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Administrator