Gordon Duncan

Gordon Duncan

Duncan Financial Services Ltd

Minimum savings/pensions: Over £100,000

0330 038 8938
Based in Petersfield
View location

Top Rated 2025
Verified since: February, 2024

4.7 out of 5

34 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    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

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Gordon has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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

    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

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Gordon has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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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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