Your Adviser
We believe that obtaining qualified independent advice is the most responsible way for individuals and businesses to look after themselves, their families and their futures.
The role of an Independent Financial Adviser (IFA) is to help individuals and businesses meet their goals and objectives. As a firm of Independent Financial Advisers, we have a responsibility to ensure that the advice we give is up-to-the minute, pertinent and forward-looking. Our job is to help you understand your position, and to form and implement a short, medium and long-term strategy, with you, to protect and develop your assets.
Our aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, now and in the future.
When we first get together to discuss your needs, you may not actually be sure what services you require. Don't worry. It is part of our job to help you decide, by describing alternative scenarios, indicating potential variables and outlining possible solutions. All of this is done to suit your particular needs, lifestyle, character and goals.
Mobile. 07714 065150
Email. duncanbulwarkfs.co.uk