Colin Duncan

 

Colin Duncan, BA (Hons), APFS, ACII

Chartered Financial Planner

Senior Para-Planner

 

Colin has an Honours Degree in Financial Services, is an Associate of the Personal Finance Society (APFS), an Associate of the Chartered Insurance Institute (ACII) and is a Chartered Financial Planner.

Prior to joining Turris, Colin spent twenty years acting as a fully qualified adviser, advising clients on all of their financial affairs. Most recently, Colin was the IFA Manager for a firm of Solicitors.

Upon joining Turris, Colin now acts as a Senior Para-Planner to Brian Steeples and assists with all aspects of client advisory work. Colin is one of the few Para-Planners in the country to hold “Chartered Status”.

Colin conducts all of his business dealings in accordance with our internal Code of Conduct and Ethics.

Colin says: “The research undertaken at Turris on behalf of clients is far more detailed than anything I have experienced with other advisory firms. The attention to detail and client care standards we work to, allow me to be proud of the professional work we do for clients.  In addition, our Annual Client Review Pack and process is far more comprehensive than anything I have previously experienced.  This helps me to feel comfortable that we are providing a highly valuable ongoing service to our clients."

  [Home] [Up] [About Us] [Impartiality] [Financial Planning Cycles] [Testimonials] [Contact & Privacy Policy]