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Duncan Macpherson

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Chartered Financial Planner

After completing his law degree at Oxford University, and a brief but almost equally educational spell as a forklift truck-driver at a North Yorkshire coalmine, Duncan’s career naturally progressed into financial planning, where he has spent over 25 years. Duncan joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. He has always worked closely with solicitors, and in his previous role developed a streamlined trust review service for their clients. Duncan is a Chartered Financial Planner, an Affiliate of the Society of Trust, Estate Practitioners (STEP), and is involved in Surrey STEP. He looks after a varied portfolio of private, business and trust clients, with particular experience working with elderly clients and their families and solicitors, advising on inheritance tax mitigation, business exits, investment restructuring in retirement, and care fees planning. 

Location: Guildford

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.