Duncan is a Chartered Financial Planner and a Certified Financial Planner™. His approach seeks to help clients achieve their financial goals and lifestyle aspirations, through the creation and implementation of a tailored financial plan and investment strategy.
Duncan's academic background in 'Financial Economics' 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.
Based in our North Berwick office in Scotland, Duncan splits his time between here and our Wokingham HQ. Outside of work, Duncan coaches the local youth football team, serves on community sports committees, and maintains a scratch golf handicap.
Chartered Financial Planner
ACII APFS AIFP
CFP™ Chartered FCSI MA(Hons)
0118 907 3282