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.
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