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 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.
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.
We offer a diverse range of wealth management products. The right combination of investments can be different for each client, being reliant on their needs, goals and attitude to risk. We are there to help you construct a portfolio that is designed to build and protect your long-term prosperity.
Checked on
19.04.2024
It is never too early to begin to consider retirement planning. However, once you reach the stage of considering your retirement income, expert financial advice becomes even more important. The choices you make at this time will affect your lifestyle, so you need to make sure they are right. Pensions can be an effective form of tax planning, based on current rules, achieving tax free growth and a tax free lump sum. Dependent upon your circumstances, you may be able to reduce immediate income ta...
Checked on
19.04.2024
Checked on
06.03.2025
Reference number -DMS01229
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