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Based at
Position
Serving clients in
Thames Valley, Home Counties, London
Duncan Todd
Chartered Financial Planner
He is married with two children and has a keen interest in sport, particularly football, as he is a Manchester United season ticket holder.
Expertise in
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Planning your estate to leave more than just memories to your loved ones is a wonderful position to be in, but there are a number of mistakes to avoid.
What does a financial planner do?
A good financial planner will find out about your hopes and dreams and help you manage your money so you can achieve them.
Why should I pay for Financial Advice?
When it comes to the cost, you're not just paying for financial advice. You’re paying for bespoke life landscaping, that achieves your hopes and dreams.
A pension’s a good start – but what else makes a sound retirement plan?
Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.
How to protect your family if things go wrong
What would happen to your lifestyle if you were suddenly unable to work due to illness or injury, or were made redundant? Find out how to protect your income.
How to manage your investment risk
Find out how to manage your investment risk by investing in different kinds of assets to neutralise the impact of poorer performing assets.