Duncan Orr, CFP Chartered MCSI – Director


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.

Contact Duncan

Telephone 01825 763366  Mobile 07795 607 743

Email  duncano@swindellsfp.co.uk




Testimonials


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.


Bill Swan, Ontario, Canada





Book a consultation


Your Name (required)

Email (required)

Phone Number

Age

Employment Status

Income

What you would like to talk about?

captcha

Enter exactly what you see above






Enter your email to receive free relevant news and updates.

* indicates required

*We will never share your details with any third party.


Latest… View all




Passing pensions down the generations


The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]

Read more →


Lasting Power of Attorney


What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]

Read more →


Gifting funds


3 things to remember if you’re planning on gifting funds You may be familiar with the expression “it’s better to gift with a warm hand than a cold hand” i.e. make gifts during your lifetime and gifting can form an essential part of Inheritance Tax planning. We’ve identified 3 key points with gifting that many […]

Read more →


Headline Blues


It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of major world events. But at least the pundits rarely have to deal with the consequences of their bad predictions. From the Brexit referendum, to the US presidential vote to general elections in Australia, the Netherlands, France […]

Read more →