Director · Email
I have worked in Financial Services since 1992, and have a broad and varied range of experience in the industry. In recent years I have specialised in providing holistic financial planning advice to high net worth clients and trustees, with particular focus on tax-efficient investment, trust investment planning, retirement strategies and estate planning.
I prefer long-term client relationships, with regular reviews to ensure they remain on track to achieve their financial planning objectives, whilst providing the highest level of customer service.
Having achieved the Diploma in Financial Planning, I am currently working towards Chartered Financial Planner status.
I enjoy cycling, fell-walking and holidaying abroad.
Director & Chartered Financial Planner · Email
After graduating from Leeds University, my career was based in Leeds and Harrogate working for both national and regional independent advisers. Joining Thomson Hayton Winkley allowed me to capitalise on this experience and to relocate to the region I grew up in.
As a Chartered Financial Planner, I specialise in the provision of bespoke independent financial advice for private individuals, business owners and trustees with particular focus on portfolio management and retirement planning.
I enjoy working in close conjunction with a client’s other professional advisers in order to ensure all planning and advice is fully co-ordinated.
I strongly believe in working in a client’s best interests at all times and that advice should be unbiased, jargon free and recognise the individuality of each client’s situation.
Outside of work, I enjoy spending time with my family and am a keen golfer and mountain biker.
“ “ I've been dealt with extremely well in every way, including dealing with my Aunt's estate, our investments and the writing of my will. Everything has been dealt with promptly and I've been kept informed. We could not be happier with the service we've received from Nicola, Duncan and all the staff there. We have been provided with prompt, efficient, friendly and personalised service throughout. The service was faster and better than I expected, and we will definitely remain with you. ” ”
“ Duncan has great knowledge. He is also friendly, approachable and puts people at ease. Everyone is very nice and friendly. Never kept waiting. ”
“ I would like to thank Duncan for his kind attention ”
“ All the staff in the office were kind and efficient in leading me through a particularly difficult time following the death of my husband. In particular, Kathryn Hughes and Duncan Fox were professional, kind and nothing was too much trouble for them in explaining legal processes and financial options pertaining to my husband's estate. Thank you both ”
“ Overall excellent and professional service. Thank you ”
Paraplanner · Email
I began my career in Financial Services nearly 20 years ago working for Bank of Ireland and Nationwide Building Society, where I was primarily employed in Customer Relationship Manager and Customer Service Manager roles based in the South East. Since 2010, I have worked in financial administration and Paraplanner roles.
I thoroughly enjoy interacting with clients as well as supporting our Financial Planners on a daily basis. My aim is to always deliver an excellent level of service, whilst helping to build long lasting relationships with our clients.
Outside of work, I enjoy spending time with my family, travelling, reading, cooking, and fell walking. I also love sport and I am a huge fan of Rugby.