Wealth Planner

Gregory Duncan

Greg has been advising clients for over 20 years and gained chartered status in 2013.

Gregory Duncan
Buckinghamshire

Greg has been advising clients for over 20 years and gained chartered status in 2013. His skill is in simplifying complex financial matters so that his clients can make informed decisions that enhance and protect their wealth.

Specialising in managed investments, pensions, and inheritance tax mitigation, Greg provides tailored, tax-efficient solutions designed to support long-term financial security.

Beyond his professional life, Greg enjoys spending time with his wife and two young children, often found ferrying them between football, swimming, and gymnastics. When he finds time for himself, he enjoys golf and travelling.

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