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Duncan Forbes

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.

Duncan Forbes of Trident Financial Planning

Managing Director

Chartered Financial Planner

ACII APFS AIFP
CF
P™ Chartered FCSI MA(Hons)

0118 907 3282 

 

duncan@tridentfp.co.uk 

The Rest Of The Team

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Chartered Financial Planner

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Operations Manager & Trainee Financial Planner

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

Trainee Paraplanner

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Consultant

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