Duncan Fpfs Email & Phone Number
Head of Planner Talent Management @ The Progeny Group
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Duncan Fpfs Location
- Preston, GB
Duncan Fpfs Work
- 2026 -now Head of Planner Talent Management @
- 2025 -2026 Talent Acquisition Consultant @ Duncan Gregory Consulting
- 2022 -2025 Head of Adviser Academy @
- 2017 -2022 Area Head of Academy North - St James Place Wealth Management @
- 2014 -2017 Financial Planning Director @ Prudential Financial Planning, Prudential UK
- 2009 -2014 Wealth Advice Manager - Personal injury and Clinical negligence @ Towry Limited
- 2008 -2009 Regional Mortgage Director @
- 2006 -2008 Senior Regional Financial Services Manager @
- 1991 -2006 Director of Sales @
- 2000 -2003 Business Development Director @ Savings Management Ltd
Duncan Fpfs Education
- Runshaw College
Higher National Diploma (Business studies)
1989-1990 - Army Apprentice College Chepstow
(Surveying)
1984-1986
Duncan Fpfs Skills
- Wealth Management
- Investments
- Retirement Planning
- Pensions
- Strategic Financial Planning
- Financial Advisory
- Trusts
- Inheritance Tax Planning
- Investment Advisory
- Portfolio Management
- Management
- Relationship Management
- Finance
- Financial Risk
- Leadership
- Business Development
- Estate Planning
- Private Banking
- Risk Management
- Personal Injury
- clinical negligence
- Periodical payment assessment
- Financial Services
- Financial Planning
- Business Relationship Management
- Pension Funds
Duncan Fpfs Summary
- Duncan Fpfs, based in Preston, GB, is currently a Head of Planner Talent Management at Progeny. Duncan Fpfs brings experience from previous roles at Duncan Gregory Consulting, Ascot Lloyd, St. James’s Place Wealth Management and Prudential Financial Planning, Prudential UK. Duncan Fpfs holds a 1989 - 1990 Higher National Diploma in Business studies @ Runshaw College. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Pensions, Strategic Financial Planning and more. Duncan Fpfs has 1 emails and 2 mobile phone numbers on RocketReach.
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