Duncan Macpherson
Senior Wealth Planner
About Duncan
After completing my law degree at Oxford University—and a brief but equally educational stint as a forklift truck driver at a North Yorkshire coalmine—my career naturally progressed into financial planning, where I have spent over 25 years. I joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth.
I have always worked closely with solicitors and previously developed a streamlined trust review service for their clients. I am a Chartered Financial Planner, an Affiliate of the Society of Trust and Estate Practitioners (STEP), and actively involved in Surrey STEP.
I manage a diverse portfolio of private, business, and trust clients, with particular experience in working with elderly clients and their families, as well as solicitors. My expertise includes inheritance tax mitigation, business exits, investment restructuring in retirement, and care fees planning.