Profiel
Mr. Duncan A.
Wilson is Private Client Partner at Broadstone Pensions & Investments Ltd.
As a part of the Partner Group, he is a practicing Financial Planner who provides fee-based holistic financial planning advice and delivers all facets of financial planning and investment solutions to private individuals, trusts and charities.
He has worked within the Financial Services profession for over 20 years.
As a Chartered Financial Planner and Associate of the Personal Finance Society, he is qualified to the highest standards, and is well respected for his client work and knowledge of the technical aspects of financial planning.
Mr. Wilson specialises in Lifetime Planning.
This is a fee-based process that couples Duncan's personal client approach and industry experience with the latest technology to help clients visualise whether they are on track to meet their lifetime financial objectives.
This often involves in-depth advice on existing financial arrangements and instruments in addition to developing and implementing suitable pre and post retirement planning strategies.
Such strategies often include self-investment, asset allocation and effective investment/tax planning along with Inheritance Tax and Long Term care planning.
Eerdere bekende functies van Duncan A. Wilson
| Bedrijven | Functie | Einde |
|---|---|---|
BPI 55 Ltd.
 BPI 55 Ltd. Investment ManagersFinance BPI 55 Ltd. is based in London, UK. The British company's brands, including orka works, provide a platform that connects employers with workers. Through orka works, employers can easily find and hire workers, who are also verified for work. Additionally, orka pay allows workers to have flexibility in choosing their pay day. BPI 55 Ltd. is a company founded in 2011. | Corporate Officer/Principal | 01-09-2014 |
LGT Wealth Management UK LLP
 LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Corporate Officer/Principal | 01-09-2012 |
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| Bedrijven in privébezit | 2 |
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LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Finance |
BPI 55 Ltd.
BPI 55 Ltd. Investment ManagersFinance BPI 55 Ltd. is based in London, UK. The British company's brands, including orka works, provide a platform that connects employers with workers. Through orka works, employers can easily find and hire workers, who are also verified for work. Additionally, orka pay allows workers to have flexibility in choosing their pay day. BPI 55 Ltd. is a company founded in 2011. | Finance |
