Our Team

Duncan Fox - Director & Chartered Financial Planner

Duncan Fox

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 ”

Cheryl Barnes - Paraplanner

Cheryl Barnes

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.

David Winnard - Financial Adviser

David Winnard

Financial Adviser  ·  Email

I have worked in the Financial Services sector for 20 years and have gained valuable experience from the various roles I have fulfilled – including working for a leading Home Service insurer and then a major high street bank - and I have always prided myself in providing professional, trusted financial advice and always try and make things simple and easy to understand.

For the last four years I took the opportunity to move into a Self –Employed Financial Adviser role for a National Financial Adviser where I grew the value of my business from literally zero to in excess of £20 million in just 4 years whilst passing two of the Advanced Financial Planning papers.

However, the opportunity to join such a well-known and reputable local Financial Services Company such as Thomson Hayton Winkley was simply too good to resist and I am absolutely delighted to join the THW team.

I hope that I can help to grow the THW financial services business and continue my progress towards achieving Chartered Financial Planner status.

Outside of work I live in Staveley, I am married with one son aged 17 and I enjoy fell walking, cycling, cricket and football and I am also involved in several local committees and organisations.

Julia Morgan - Administrator and Paraplanner

Julia Morgan

Administrator and Paraplanner  ·  Email

I have worked locally for over 30 years in the financial services and accounting professions. I began my career with the Halifax, working for 13 years as a Customer Services Supervisor, which included dealing with processing and approving mortgage applications, and overseeing the Administration Department.

In 2001, after a number of years working for a local firm of accountants, I joined the Financial Services Department at CG Thomson & Wilson – now known as Thomson Hayton Winkley.

I have been a key member of the team and instrumental in its development. My role has expanded over the years, to include carrying out technical work to assist our Financial Advisers so that they have more time for meeting with clients.

I strive to provide outstanding service to both our clients and advisers. Over the years I have built up a good rapport with our clients, and get great satisfaction from the feedback I receive from them.

Outside of work I look after my family and watch them participate in various sports. I enjoy walking, cycling and cookery.

Contact Details

114-116 Stricklandgate, Kendal, LA9 4QA

Email: info@thwmoney.co.uk

T: 01539 815746

Free Enquiries

Please call us on 01539 815746 or email info@thwmoney.co.uk to make a free enquiry (no cost or obligation).

Client Feedback

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