Duncan Orr

Certified Financial Planner, Chartered Wealth Manager & Director

Duncan Orr

Contact

07795 607 743

01825 763366

Important information

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and appear on the FCA register. You can see Duncan’s entry by clicking here.

Furthermore, all advisers must hold a valid Statement of Professional Standing (SPS). This proves that the adviser is suitably qualified and has undertaken the required amount of Continuous Professional Development (CPD). You can click here to view Duncan’s.

Consumers should be wary of any advisers who do not appear on the FCA register or hold a valid SPS.

At work

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 1,200 individuals in the UK who holds both the Chartered Wealth Manager and Certified Financial Planner qualifications.

Duncan works with those people who, in their 50s and 60s, want to make work optional and change the balance of their lives. He also works with those people who have already retired.

Recognising that clients have grown tired and cynical of the traditional product-based approach, Duncan specialises in providing the insight, clarity and enjoyable working partnership that clients really desire.

At home

Duncan is married with two children, Alastair and Kirstin.

When he’s not supporting his children’s sporting interests he enjoys golf (with a handicap of six and rising!!), tennis, swimming, fine dining and family holidays in warmer climates.

He is also a vice president of Eastbourne Cricket Club.

Accreditations

Certified Financial Planner

Duncan is a Certified Financial Planner.

The CFPTM certification is the only globally recognised mark of excellence in Financial Planning and is a degree level qualification.

It means Duncan has proved his extensive theoretical and practical financial planning knowledge.

Furthermore, Certified Financial Planners must agree to abide by a strict Code of Conduct, which defines their ethical responsibilities to the public, clients and employers.

 

Chartered Wealth Manager

Duncan is also a Chartered Wealth Manager, further setting himself apart from his peers.

The Chartered Wealth Manager qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients.

The qualification comprises three units; Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Chartered Wealth Manager is the mark of an up to date, experienced and qualified financial sector professional.