Testimonial
“We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”
Alexandra Gordon, Partner, Brachers LLP
“Duncan came highly recommended and he has not disappointed. His style is refreshing – it’s simple and straightforward, he explains things thoroughly and is forthcoming and transparent when answering questions. I like PWM’s independence – the ability to select investments from various companies as they see fit. Couple that with Duncan’s expertise and prompt advice and it makes the process a whole lot easier.”
Suzanne Morant
“As a result of a recommendation I contacted Duncan. He undertook a detailed review, prepared a plan, clearly explained the options taking account of my risk appetite and implemented a long term strategy. I value Duncan’s considered approach, honest advice and ability to deliver in a timely manner.”
Guy Wilkinson
“Ever since I first met with Duncan, the level of care and attention I have received has exceeded my expectations at every turn. Duncan is well informed and approachable. He has collaborated brilliantly with my lawyers to help me understand matters that I previously found extremely complicated. Duncan is well informed in his field, and the result of his work is that I now feel more in control of my future and how my finances contribute to my goals. I would be delighted to recommend anybody to Duncan and PWM.”
Karin O’Brien
As a Chartered Financial Planner with over 20 years of experience at the highest level, I have a clear vision of what financial planning should really look like. As a result, my clients are able to articulate what they want to achieve in their life, and how their financial arrangements contribute to this.
I aspire to be a “trusted adviser” for my clients by working in conjunction with their other professional advisers (tax, legal and accounting) to deliver a joined up approach to their affairs. Joining Partners Wealth Management has enabled me to do this in a way that is fully independent via a proposition that is market leading with cutting edge technology that clients can access.
The clients I advise have differing backgrounds and experience, and are at all life stages from those accumulating wealth to those in retirement focused on estate planning. I treat every client I work with as an individual, and give them the time and safe environment to explore what is important to them. It is only when I understand this that an effective financial plan can be put into place.
My clients find this approach genuinely exciting, as it allows them to understand their finances in level of accessibility that is completely refreshing and in a way that is easily digestible. This level of freedom and expertise brings a wealth of benefits to clients, and is something that is different from our peers.
Away from work, I spend the majority of my time with my family. However when I get the time, I also enjoy photography, amateur dramatics and the theatre.
Coronavirus and the Investment Iceberg (lots going on under the surface)
Please click here for my latest video, which provides a view of how investment managers are reacting to the coronavirus downturn in portfolio values, and what is going on under the surface of the comment to “remain invested.”