0330 038 8938
Based in Petersfield
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2024
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Gordon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Gordon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Gordon has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gordon has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Gordon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Gordon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gordon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gordon has provided information on their typical fees
Gordon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Gordon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Gordon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Gordon has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gordon has received 19 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
9
Qualifications Uploaded
Gordon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Gordon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gordon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gordon has provided information on their typical fees
Gordon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I started my own business Duncan Financial Services Ltd having worked for NatWest for 32 years. I spent the last 24 years in Financial planning. I am a member of the Vision Independent Financial Planning Network as they are a great company who assist in my administration and compliance. At Duncan Financial Services Ltd we are passionate about developing and maintaining relationships with clients based on trust, integrity and regular financial reviews. We bring a wealth of knowledge and specialise in advising high net worth clients covering areas such as investments, pension planning, protection and inheritance tax planning. We can also help you review existing plans to enable you to meet your financial goals. We believe in placing our clients at the centre of everything we do and this is achieved by having the freedom to spend as much time with each client as they need. As a truly Independent Adviser we have the ability to offer ‘whole of market’ advice (meaning not being restricted to a limited range of products or providers) which is fundamental to delivering the right solutions to my clients. Financial planning can be complex at times; however, I have the ability to make clients feel engaged and comfortable.
Offers available through VouchedFor
Contact Gordon through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Gordon's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
Duncan Financial Services Ltd is Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference number: 487395. This can be verified by visiting The Financial Services Register. The Financial Conduct Authority does not regulate Inheritance Tax Planning Registered Office: 35 Larcombe Road, Petersfield, Hampshire GU32 3LS. Tel 07881 0202609 Registered in England and Wales. Registration number: 10331883