Profile: Swindells Financial Planning was launched in 2005 by Duncan Orr. He formerly worked in the wealth management sector with one of the UK’s most prestigious and well known Private Banks and is one of only approximately 1200 individuals in the UK who holds both the Chartered Wealth Manager and Certified Financial Planner qualifications.
Duncan deals with a select group of clients who need the comprehensive and impartial fee based planning and investment services we provide. Recognising that clients have grown tired and cynical of the traditional “product selling” approach, Duncan specialises in providing the insight, clarity and enjoyable working partnership that clients really desire.
Interests: Duncan is married with two children, Alastair and Kirstin, and when not supporting his children’s sporting interests, enjoys golf (handicap 6 and rising!!), tennis, swimming, fine dining and family holidays in warmer climates. He is also a vice president of Eastbourne Cricket Club.
Telephone 01825 763366 Mobile 07795 607 743
I want to thank you for your time, input and advice over the years over my pension and retirement. I enjoyed working with you and would not hesitate to recommend you and your services.
The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]Read more →
Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]Read more →
A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]Read more →
Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]Read more →