07788 714 915
Duncan from Navigation Financial Planning became part of the Vision network to be able to provide his clients with the very best service and to offer a 'whole of market' approach.
Vision's values and proposition are aligned with his own, allowing him to offer clients thorough, clear and straightforward advice personalised to individual needs. These were the reasons Duncan originally became a financial adviser.
Duncan is passionate about establishing long term relationships with my clients and their families, taking as much time as is needed on a face to face basis to ensure the best possible, bespoke advice to meet their individual needs.
Based in Newton Abbot, Devon, Navigation Financial Planning Limited is well placed to provide personalised independent advice throughout the South Devon area and beyond. We currently look after a range of clients in areas including Newton Abbot, Torquay, Paignton, Brixham, Dartmouth, Salcombe, Totnes, Exeter, Teignmouth, Exmouth and Kingsbridge.
Duncan lives in Newton Abbot, Devon with his young family. Duncan is an experienced Independent Financial Adviser with a career working in the financial services industry for over 20 years. This included working for a large trust company in Jersey and as a successful financial adviser for a major UK financial services provider.
Duncan's goal has always been to offer the best financial advice possible in clear and down to earth manner, taking time to understand each client's individual requirements.
Duncan typically meets clients at their home or place of work or any other place which is convenient to them.
Diploma in Financial Planning (Dip PFS)
Certificate in Mortgage Advice.
Award in Long Term Care Insurance.
Certificate in Life & Pensions.
T: 07788 714 915