Financial Services

French Duncan’s specialist in-house financial planning department was set up primarily in response to client demands for all of their financial affairs to be "kept under one roof." To ensure a seamless delivery to our clients, where required our Financial Services can be facilitated through the French Duncan engagement partner. We believe that the financial needs of individuals are just that – individual. That’s why we take all relevant factors into account when formulating a financial plan.

We provide the following services;

Tax Planning
We will help clients arrange their affairs to be as tax efficient as possible, helping them to take best advantage of the tax regime in all their dealings.
Inheritance Tax Planning
We can advise clients on their existing financial arrangements to assist with an efficient transfer of their estate to future generations.
Wealth Management
We provide advice on the investment of regular or one off sums to deliver the best results given the individual risk attitudes and objectives of our clients.
Mortgage Advice
We can help clients access the whole of the mortgage market and find the product they need for purchase, including remortgage, buy to let, guarantor and commercial situations. We also provide a “home buying service” to assist clients in their dealings with estate agents, solicitors and surveyors etc.
Retirement Planning for the Future
We can help clients clarify their financial needs and objectives for retirement then provide advice on how they can achieve them.
Retirement Planning for the Present
If retirement is imminent then we can outline the various options for clients helping them to take best advantage of what is available.
Individual Protection
In the future event of illness, injury or death we can advise clients on how to ensure their families can meet their financial obligations and avoid the stress that such commitments can cause.
Corporate Protection
The right protection will help businesses avoid problems in the enforced absence or departure of key personnel, major shareholders and directors. We can explain the risks involved and the covers available.

Governed by a strict code of ethics, you can be sure to receive professional unbiased advice. Our independence gives us the freedom to consider every possible solution to a given problem before proposing that which is in your best interest.

If you would like advice on a particular subject, health checks on your existing policies or mortgages then feel free to call Peter Haveron direct - he or his staff will be glad to help.