Laura Duncan

Laura Duncan

Wesleyan Financial Services

Minimum savings/pensions: Any amount

0330 038 8942
Based in Thornton-Cleveleys
View location

Top Rated 2025
Verified since: January, 2025

4.9 out of 5

97 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 March 2025

    Laura is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Laura's status

  • 53

    Recent Client Reviews

    Verified reviews: 100%

    Laura has received 53 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 January 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Laura has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Laura has not yet added their fees to their profile

  • 20

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Laura

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Laura (based on 20 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 March 2025

    Laura is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Laura's status

  • 53

    Recent Client Reviews

    Verified reviews: 100%

    Laura has received 53 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 January 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Laura has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Laura has not yet added their fees to their profile

  • 20

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Laura

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Laura (based on 20 first impressions)

I am an Independent Financial Adviser with Continuum Financial Services LLP. I have over 11 years of experience in financial services with a medical specialism , and have helped hundreds of clients of all ages and circumstances reach their financial goals. I build long standing relationships with many of my clients and pride myself on providing a trusted and comprehensive service that is tailored to your personalised needs. My mission is to help doctors and other professionals achieve their financial goals and aspirations, whether they are planning for retirement, buying a property, investing for growth, or protecting their income and family. I have a comprehensive understanding of the NHS Pension Scheme and its reforms to include the McCloud judgment and recent Partial retirement changes, and I can advise on how to optimise your pension contributions and employee benefits and also ensure you are maximising your tax efficiency from both a personal and a business perspective. I provide expert advice on: ◾ Savings and Investments ◾ Retirement Planning ◾ NHS Pension ◾ Business Planning for Sole traders, Limited Companies and Partnerships ◾ Inheritance Tax Advice ◾ Protection for your and your family ◾ Mortgage Advice ◾ Tax Planning Additionally, I also offer work-based financial wellbeing seminars and drop-in sessions for employees at your workplace which can be specialised around a topic that is important to you and your teams. I am also an experienced speaker who has been invited along to numerous events and conferences to share my expertise in financial planning and provide financial coaching. Please feel free to reach out via if this is something I can support you or your team with.

£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 Laura's clients

Based on responses provided by clients who have reviewed this adviser

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